Education guide
A bank statement converter should not be a blind export step. This guide explains how bookkeeping teams can focus review on flagged rows before the data moves into spreadsheets, reconciliation, or accounting prep.
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.
Not necessarily. The point of a review-first workflow is to concentrate attention on flagged or uncertain rows before export.
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.