Knowledge base

"For us, StatementReader removes the pain of processing bank statements on all cases requiring a transaction analysis in Excel. The user...

The latest software update saves you time at each stage - the extraction, validation and analysis. New features include: Smart...

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...

End of day balances are automatically identified and summarised in Excel, showing the minimum, maximum and average for each month, and...

StatementReader identifies keywords by [number of occurrences or total value], with a detailed breakdown showing the first and last date...

StatementReader performs a comprehensive summary of any number of transactions, in a single click. The user can set a variety of options...

The ‘recurring transactions’ area of the analysis options allows the user to identify daily / weekly / fortnightly / monthly / quarterly...

Transactions are categorised using a user specified keyword list and order of prioritisation; these can be edited and added to by user. ...

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 %...

The Excel summary output has been enhanced with new tables and is now extremely configurable to your needs. This includes the ability to...

We are excited to announce that we now provide hyperlinks in the Excel output of the automatically validated data, to make manual...

Our internal engine can now shrink/deshrink pages that have been "spoiled" by incorrect printer/scanner settings. This means that our...

We have released a software tool that creates advanced transaction summaries in Excel. This can be used alongside StatementReader, or as...

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...