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Common Questions

Find quick answers to frequently asked questions

How to Upload Statements

Go to the Upload page, select your bank account, and drag-and-drop your PDF file. Our AI will extract all transactions automatically.

Password-Protected PDFs

If your statement is password-protected, simply enter the PDF password in the upload form. We decrypt it securely for processing.

Exporting Data

Go to Transactions page, apply any filters you need, then click the Export button to download as CSV or Excel file.