Bank Statements
View your bank statement list and upload bank statements by scanning. AI automatically recognizes and extracts transaction data.
Bank Statements
View your bank statement list and upload bank statements by scanning. AI automatically recognizes and extracts transaction data.
Quick Start
On the App, Bank Statements lets you keep track of your statements and transaction processing. You can view the statement list and scan to upload statement files.
Shortest path to get started:
- Scan and upload a bank statement: Open Bank Statements, tap the upload button, and take a photo with your camera or select a file from your photo library
- Let AI recognize it: After uploading, the system automatically runs AI recognition to extract transaction data (date, amount, payer/payee, etc.)
- View statements: Check the list to see all statements with their recognition status and basic information
AI recognition uses recognition credits (charged per page, first page is free). Make sure your organization has enough credits remaining.
Detailed Features
Daily Operations
Scan and Upload a Bank Statement
Entry: App → Side menu → Bank Statements → Tap the upload button
You can upload bank statements in two ways on the App:
| Upload Method | How to Do It | When to Use |
|---|---|---|
| Camera | Tap the upload button, choose "Take Photo", point at the statement | You have a paper statement |
| Photo Library | Tap the upload button, choose "Choose from Library", select a file | You already have the statement image or PDF on your phone |
After uploading, the system automatically runs the AI recognition flow:
- Prepare: File preprocessing, fingerprint calculation for deduplication
- Recognize: AI auto-recognizes the statement content
- Parse: Extracts transaction data (amount, date, description, payer/payee, etc.)
- Reconcile: Balance verification and deduplication; matches payer/payee names to existing contacts in the system
- Finalize: Determines the final parsing status
The entire process runs automatically with no manual steps needed.
If you upload the same file again, the system detects it by file fingerprint and marks it as "File Duplicate". If different files contain the same parsed content, the statement is marked as "Content Duplicate".
Summary Statements
If you upload a monthly summary statement from platforms like Stripe or PayPal, the system can recognize it too. Unlike regular bank statements that list each transaction one by one, summary statements show totals by category (for example, "Account Activity", "Fees", "Bank Payouts").
When processing these statements, the system treats each category line as one transaction. All transactions use the statement period start date as their date. Total lines in the statement are skipped automatically and will not be counted twice. Opening and closing balances are taken from the statement header. Since summary statements do not include per-transaction balances, individual transactions will not show a running balance.
View Statement List
Entry: App → Side menu → Bank Statements
The list is sorted by creation date, newest first. Each statement card shows basic information and recognition status. Tap a statement card to view its details.
Statements synced from third-party bank platforms show a different thumbnail.
Delete a Statement
You can delete statements you no longer need from the list. If a statement contains matched transactions, the system shows a special prompt before deleting — please read it carefully.
Statements synced from third-party platforms cannot be deleted.
Status Reference
AI Recognition Status (Parsing Status)
| Status | Meaning |
|---|---|
| Processing | The statement is being processed by AI |
| Success | Processing complete, transaction data extracted |
| Failed | An error occurred during processing |
| File Duplicate | The same file has been uploaded before (detected by file fingerprint) |
| Content Duplicate | Parsed content matches an existing record |
| Not Recognized | Could not be identified as a valid bank statement |
| Needs Amendment | The parsed result needs manual correction |
Common Scenarios
I have a paper bank statement — how do I upload it?
Open Bank Statements, tap the upload button, choose "Take Photo", and take a clear photo of the statement. AI will automatically recognize and extract the transaction data.
It shows "File Duplicate" after uploading?
This means you have already uploaded the same file before. The system detects duplicates by file fingerprint to avoid processing the same file twice.
It shows "Failed" after uploading?
AI processing encountered an error. The file may not be clear enough or the format may not be supported. Try taking a clearer photo and uploading again.
The following features are only available on the web: Batch Upload & Split, CSV column-mapping upload, transaction tag management, transaction matching (AI Match, batch review, manual matching, bank rule matching, transfer matching, reconcile by contact), Reconcile Tasks sharing, creating/inserting/editing transactions manually, managing hidden transactions, reconciliation reports, data export, bank account management (connecting third-party bank platforms, changing sync settings), and statement retry / re-recognition.
If you have other questions, please contact our support team.