Knowledge base

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How to install and setup StatementReader

Initial setup of StatementReader - Download and install the application from here. - Run the application and register your email address....

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Setting up your document for extraction

Here are some tips you should consider when obtaining and setting up your document before the data is extracted: - Get original...

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Processing bank transactions with StatementReader

Here are some general tips for using the StatementReader application to extract transactions from bank statements: - Select the matching...

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How do I use a bank statement template to extract my transactions?

Follow the steps below to use StatementReader template files that we have sent you. Note that if you have already set this up, you may...

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Can you demonstrate StatementReader to my team?

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

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How do I get the most accurate output from StatementReader?

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

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Getting started with StatementReader

To ensure that the application is installed correctly, select an example job from the 'Help' menu. There are two to choose from. Once...