A practical approach to turning 12-24 months of an applicant's bank statements into a spreadsheet an underwriter can actually work from, checking for consistent deposits and unexplained gaps along the way.
A practical monthly-close workflow for bookkeepers managing statements across many clients and accounts, without retyping transactions or trusting an unvetted upload tool with client data.
A walkthrough of converting a bank statement PDF into a real Excel file — with working SUM formulas — using a tool that never sends the file over the network.
No live bank feed in Xero? Here's how to turn a bank statement PDF into a CSV Xero's statement importer will actually accept, and how to reconcile it afterward.
No bank feed connection? Here's how to turn a bank statement PDF into a CSV that QuickBooks Online will actually accept on the first try.