Knowledge base

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Unlimited licence pricing

We typically do not offer unlimited pricing for StatementReader. However, if you are a high volume, offline client, please contact us to...

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Troubleshooting overview

Here are some general troubleshooting considerations to keep in mind when using StatementReader: - Misread text in Excel = OCR issue, see...

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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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Bank template creation overview

Here are some tips for creating templates: - Copy column headers (date etc.) exactly - Data and date type selections are crucial - Check...

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How can I separate the analysis of multiple accounts that use the same bank template?

At the analysis stage the data is combined (into Transactions1, Transactions2 etc) based on the bank_layout column; therefore to separate...

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New transaction analysis capabilities

We have been adding new flexibility to the StatementReader automated analysis recently, the new features include: - Show options window...

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Searchable, encrypted or image-based bank statements to Excel

When you select a file for processing, StatementReader analyses and selects the best options for you (if it is searchable, encrypted, if...

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Increased application compatibility and stability

We are always making incremental improvements to StatementReader - these bring about small improvements to the accuracy, speed and...

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New Companies House Search tool coming soon!

Adding context to bank statement analysis is important to our clients - one way we are helping to achieve this is by providing a quick...

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New Features: analysis options and multiple bank accounts

A new section within the analysis options for users to set the parameters that control the transactions identified as bounced and...

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Why should I use bank statement templates?

Using specialised bank templates for each bank statement structure (either pre-built or created in under a minute by the user) allows us...

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Do you provide outsourced data processing services?

As we grow, we come across more clients that require an outsourced data processing solution, and of course we are happy to use...

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What consultancy services do you offer?

We are always building on and sharing the experience that we have acquired in talking to clients about their data processing requirements...

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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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New search bar

We have templates for over 150 different types of bank statement; now you can quickly search the list online, here and you will instantly...

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[deprecated]Share your transaction analysis

For many months StatementReader has offered its users a comprehensive analysis, condensing hundreds or thousands of transactions into a...

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StatementReader user cheat sheet

We have released a StatementReader cheat sheet for users to see on one page our recommended tips for using the application. This includes...

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How can I compare the numbers within the transaction narrative with the credit or debit amount?

You can use one of Excel's text formatting formulas to identify whether the credit or debit matches the numbers in the transaction...

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How can I strip out the recipient from the transaction narrative?

Some text manipulation can be used to cut out the sections of the narrative that interest you. This formula looks for 'from' or 'to' and...