Knowledge base

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New platform available - Citrix

New clients bring new experiences and we enjoy adapting to their needs. This is often completely free as we benefit from an increased...

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Offline OCR solution to extract bank statements

Providing the most accurate offline OCR solution is just one of the requirements that we have satisfied recently. It makes us happy to...

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Bank data accuracy improvements

StatementReader is driven by many, many lines of code - a large section of this is dedicated to ensuring that the raw data extraction...

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Automated bank transaction validation

We have been testing this for several months and are so proud to be releasing such a powerful feature to our clients. We have always...

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The ideal OCR bank statement solution

We have now incorporated the ability for StatementReader to communicate with an external OCR solution. The OCR technology behind this is...

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Faster and more accurate for searchable PDF documents

PDF documents come in different formats. The latest update to StatementReader incorporates the most significant improvement to reading...

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Keyword, recurring and reversed transaction Excel summary

Once you have used the automated validation checks provided by StatementReader, you are ready to right-click and select ‘export to Excel...

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Password protected PDF documents

Do you receive password protected PDF documents that you need to extract the transactions from? StatementReader is the perfect solution....

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Enhanced template creation tool

Bank templates are key to how data is extracted from statements, is automatically validated and then is displayed in the correct location...

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Multiple lined bank transactions

StatementReader has a powerful engine that accumulates multiple lines of bank transactions with minimal user interaction. Although the...

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New features

Extracting data from bank statements to Excel is now more accurate, faster and a more user friendly experience. Here’s why: Accuracy -...

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Who needs StatementReader?

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

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Automated bank statement corrections

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

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Edit your own template

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

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[deprecated]Excel summary as values

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

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Batch processing bank statements

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

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Merge scanned documents in Excel

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

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What is StatementReader pay-as-you-go?

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...

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Listening to your feedback

StatementReader has grown with the support and feedback from our UK and international users. We are working on some exciting new...

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StatementReader software overview

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