Articles and updates on bank statement conversion, reconciliation and automation.
LlamaParse reads a bank statement PDF and returns Markdown, not a ledger. Here is exactly what comes back, the five things you still have to build, and what it costs per page.
Read articleA remittance advice is the note a payer sends to say which invoices a payment covers. Here is what belongs on one, the formats US finance teams actually send and receive, and how to read the deductions.
Read articleMorgan Stanley Online keeps statements as PDFs for about seven years, and only the self-directed E*TRADE side offers a real CSV or XLSX activity download. Here is how to get either one into a spreadsheet.
Read articleWhat PNI and PVE mean, the full list of positive pay exception reasons, how long you have to decide pay or return, and how to research an exception before the same day cutoff.
Read articleYardi will not post a bank reconciliation while the Difference field is anything but zero. Here is how to track down the unposted bank fee, the wrong GL cutoff date, the duplicate rent batch, and the stale check.
Read articleFlat rate pricing is simple and interchange plus is transparent, but neither is automatically cheaper. Here is how to work out which one costs your business less, using your own statement.
Read articleAn AppFolio reconciliation will not finalize until the ending, cleared, and adjusted cash balances agree. Here is how to track down the missing cent, the transposed digit, and the duplicate deposit.
Read articleA merchant processing statement buries the negotiable part of your card fees inside pages of pass through cost. Here is how to read each section, separate interchange from markup, and spot the padded line items.
Read articleBank statement analysis is a repeatable sequence, not a skill. Here are the six steps, the ratios that matter, and the red flags that make a lender or a buyer walk away.
Read articleAn IBKR activity statement is a stack of separate reports sharing a cover page. Here is what each section means, which one to check first, and why the CSV breaks in Excel.
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