New client review
"For us, StatementReader removes the pain of processing bank statements on all cases requiring a transaction analysis in Excel. The user...
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Software update - Version 4.11
The latest software update saves you time at each stage - the extraction, validation and analysis. New features include: Smart...
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Fortnightly cash flow analysis
The total receipts and payments are split between the first and second half of each month and shown as a value and as a percentage of the...
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Monthly balance analysis
End of day balances are automatically identified and summarised in Excel, showing the minimum, maximum and average for each month, and...
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How can I tell who or where the account holder has most activity? Use the transaction keyword summar
StatementReader identifies keywords by [number of occurrences or total value], with a detailed breakdown showing the first and last date...
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Detailed financial summary in Excel
StatementReader performs a comprehensive summary of any number of transactions, in a single click. The user can set a variety of options...
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How to identify recurring payments and receipts in Excel
The ‘recurring transactions’ area of the analysis options allows the user to identify daily / weekly / fortnightly / monthly / quarterly...
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How can I categorise and separate transactions using StatementReader?
Transactions are categorised using a user specified keyword list and order of prioritisation; these can be edited and added to by user. ...
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Duplicate transactions in Excel
StatementReader identifies and separates duplicate (or unique) payments or receipts using a combination of the date, description, amount...
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Can I identify unlikely transactions, such as those occurring on a weekend?
Yes, the ‘key transactions’ area of the analysis shows the user transactions falling on a weekend (Friday or Saturday, as defined in the...
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How to identify reversed transactions in Excel
Transactions that are reversed within a user defined number of days, with one or two credits that equal (or are within an acceptable %...
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Improved Excel summary
The Excel summary output has been enhanced with new tables and is now extremely configurable to your needs. This includes the ability to...
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Hyperlinks to scanned bank statements in Excel
We are excited to announce that we now provide hyperlinks in the Excel output of the automatically validated data, to make manual...
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Shrunk PDF bank statements
Our internal engine can now shrink/deshrink pages that have been "spoiled" by incorrect printer/scanner settings. This means that our...
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New transaction summary tool
We have released a software tool that creates advanced transaction summaries in Excel. This can be used alongside StatementReader, or as...
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How do I use the most accurate OCR technology?
We are committed to providing the fastest and most accurate bank statement extraction solution to all of our clients. StatementReader can...
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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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Extract password protected bank statements
Any document password protection is automatically recognised by StatementReader once a new file is selected for data extraction. If a...
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How can I create a new bank template?
The ability for the user to create new bank templates for immediate use are a key differentiator of StatementReader. These can be saved,...
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Offline bank statement OCR solution
An offline version of StatementReader is available. This is typically required by closed network, banking clients. If this is something...
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