Education guide
A bank statement converter should not be a blind export step. This guide starts with flagged rows, then checks all transactions against the original PDF before spreadsheet or accounting use.
StmtPilot
01
Start from the extracted table and identify which rows were flagged as uncertain.
02
Focus on the fields most likely to create downstream bookkeeping or reconciliation problems.
03
Once the rows look clean enough for the next workflow, export to Excel or CSV and continue downstream cleanup.
Yes, before relying on the result. Flags help prioritize work but cannot detect every mistake. Compare every row, transaction count, amount direction, and any available balances with the original PDF.
Dates, amounts, and any row whose description or sign looks suspicious, because those errors usually hurt downstream workflows the most.
Because it is cheaper to catch uncertainty before the file enters bookkeeping or reconciliation work than after it has already propagated.