Articles and updates on bank statement conversion, reconciliation and automation.
Bank statements are where hidden money leaves a trail: transfers to undisclosed accounts, cash withdrawals under reporting thresholds, and spending that outpaces the income disclosed. Here is how to read them for it.
Read articleThe entry hash is the checksum that proves nothing in an ACH batch was added, dropped or altered. Here is exactly how it is calculated and why banks reject files that get it wrong.
Read articleThe bank deposit method totals your deposits, subtracts transfers, redeposits, and nontaxable receipts, and treats the rest as income. Here is how it works and how to answer it.
Read articleYou can build a NACHA file in Excel, but only if you handle 94-character padding, the entry hash, batch totals, and blocking. Here is the honest method and the limits.
Read articleThe Schedule C expense lines mapped to the transactions on your bank statement, so you can sort a year of spending into the right boxes and back it up at tax time.
Read articleMost states ask for the last few months up front and one to three years in full disclosure, while a lifestyle analysis works from three to five years. The exact number is set by your state rule and the court order.
Read articleSpot a fake bank statement by checking that the running balance foots, watching for inconsistent fonts and too-clean numbers, and verifying with the bank.
Read articleYour bank statements are the source record for 1099-NEC filing. Here is how to total contractor payments by payee, apply the 2026 $2,000 threshold, and skip the card payments a processor already reports.
Read articleHow far back Medicaid looks at bank statements for a long-term care application, why the 60-month look-back exists, and how to prepare five years of statements without keying them by hand.
Read articleA step-by-step guide to categorizing an LLC's bank transactions for clean books and an accurate tax return, including how to handle owner draws, contributions, and mixed spending.
Read articleCancel anytime from your account settings · refund policy
Get started converting bank statements to spreadsheets.
USD
per month
per month
$288 charged today
Choose speed vs accuracy when extracting
| Base AI Faster | 2,500 pages |
| Pro AI Best accuracy | 500 pages |
Scale statement conversion across your team with automation.
USD
per month
per month
$888 charged today
Choose speed vs accuracy when extracting
| Base AI Faster | 10,000 pages |
| Pro AI Best accuracy | 2,000 pages |
Enterprise-grade bank statement conversion and controls.
USD
per month
per month
$ charged today
Choose speed vs accuracy when extracting
| Base AI Faster | pages |
| Pro AI Best accuracy | pages |
Try it once, free: sign up and convert up to 15 pages (5 per statement) with no credit card. The demo does not renew.
