Conversion guides

Better exports start
with better checks.

Read practical guidance on bank statement extraction, reconciliation and keeping a reliable link to the source document.

How to convert a PDF bank statement to Excel without losing the audit trail

Follow the document from upload to reviewed rows, check balances and keep the original statement alongside the spreadsheet.

Read the guide GUIDE · 5 MIN

Understand opening balances, pending activity, reversals and the row-level checks that help locate a mismatch.

Read the guide GUIDE · 5 MIN

Learn what changes when a page is an image rather than selectable text, and how to prepare a cleaner source file.