Knowledge base

StatementReader identifies and separates duplicate (or unique) payments or receipts using a combination of the date, description, amount...

Yes, the ‘key transactions’ area of the analysis shows the user transactions falling on a weekend (Friday or Saturday, as defined in the...

Transactions that are reversed within a user defined number of days, with one or two credits that equal (or are within an acceptable %...

We are committed to providing the fastest and most accurate bank statement extraction solution to all of our clients. StatementReader can...

We are on hand to help you to explain, demonstrate and provide training on the StatementReader application, either remotely or in-person,...

Any document password protection is automatically recognised by StatementReader once a new file is selected for data extraction. If a...

The ability for the user to create new bank templates for immediate use are a key differentiator of StatementReader. These can be saved,...

An offline version of StatementReader is available. This is typically required by closed network, banking clients. If this is something...

Anyone who would like to convert transactions displayed on paper or PDF bank statements to Microsoft Excel quickly and accurately, has a...

Once a scanned document has been converted to Excel, StatementReader can check and correct date and amount errors that may have been...

If you have created your own template, you can quickly edit the options that you selected. Using the correct options will make the data...

The advanced options window allows the user to select whether the summary is created using values or formulas. Selecting ‘values’ can...

A folder containing many scanned documents, each in the same bank layout, can be processed in just a few clicks, without you needing to...

StatementReader allows users to combine completed jobs together, in order for StatementReader to process an automated summary from more...

StatementReader pay-as-you-go is a flexible payment option. Users may purchase as many pages as they need to complete the task that they...

StatementReader has been built by a team that is passionate about helping your firm to extract and analyse financial data quickly and...

There are two key parts of the process that make a large difference to the accuracy of the StatementReader output. - Document preparation...

No, any office scanner capable of scanning paper documents to a multipage PDF or TIF file will work. If you are scanning many pages,...

No, your multipage PDF or TIF file must contain statements with the same bank layout. If you want to convert statements for more than...

Don't worry, StatementReader keeps track of your paid jobs so, once you have paid for a job, you can process the same file as many times...