Import a bank or card statement (PDF)
Upload the PDF statement; the first one of each bank is checked with you until the reader learns that layout.
beginner · 4 min
- Go to Accounts, open the … menu and choose Statements (PDF).
- Upload the PDF statement from your bank or card.
- The statement is read and checked:
- the opening and closing balances must add up;
- the dates must fall inside the period;
- lines already in your books are marked as duplicates.
- Review it and Approve, or correct it. If something does not add up, you can send it to the account owner.
The reader learns each bank
The first statements of every bank or card layout are checked with you. After three approvals without corrections, that layout is trusted and later statements follow the same reading. In AI Studio → New statements the agent can explain what to check before you approve.