USER GUIDE
User Guide
Bank reconciliation / Uploading a statement
Uploading a statement
Uploading a bank statement
Open Master Data > Bank reconciliation. On the empty state you get a single screen with a wallet selector and a PDF dropzone — any bank's PDF export is accepted, the AI handles the different formats for you.
How it works
1
Pick the wallet the statement belongs to.
2
Drop the PDF file (max 20 MB). The upload starts automatically.
3
The AI reads the file, extracts the transactions into a unified format, and kicks off automatic invoice matching.
4
When finished, the review dashboard appears on the same page (no manual navigation needed).
Credit cost
Processing consumes 1 credit per page of the PDF. You can see the expected cost on the loading screen before the transactions are persisted. If the statement fails, the credits are automatically refunded.
Duplicate protection
The same PDF file cannot be uploaded twice. If the file hash already exists for your company, the system redirects you to the previously uploaded statement.