Articles and updates on bank statement conversion, reconciliation and automation.
Open a CAMT.054 XML and it’s just walls of angle brackets. Perfect for machines, not so fun for recon. Most finance folks want tidy rows in CSV or Excel, not nested tags. Here’s a down-to-earth walkth...
Read articleA BAI2 file is fixed-width bank text, not a spreadsheet. Here is how to convert BAI to CSV or Excel with control totals checked, plus the record-type reference.
Read articleClosing the books shouldn’t mean copying and pasting. If you’re juggling monthly CSV downloads from a bunch of bank accounts, let’s fix that. I’ll show you how to combine multiple bank statement CSV f...
Read articleMT942 files are super handy for intraday insight… until you open one and it’s a wall of tags and commas. If you need to convert MT942 to CSV or Excel (XLSX) for analysis, reconciliation, or quick impo...
Read articleYour bank sends CAMT.053 XML, but you live in Excel. Same here. The data is rich and tidy, just not in a format you can pivot, filter, or hand to the auditor without a sigh. This guide shows how to co...
Read articleSnapped a photo of a bank statement and need it in a clean spreadsheet, without spending your afternoon retyping? You’re not stuck. You can turn a bank statement image (JPG/PNG) into Excel or CSV in a ...
Read articleEver double-click a bank statement CSV and watch everything smash into column A? Yep, been there. It tanks reconciliations, messes up dates and amounts, and eats time you don’t have. Here’s what’s goi...
Read articleOpen a bank statement PDF, send it to Excel, and boom, half your sheet is “Page 1 of 5,” “Statement Period,” logos, and fine print. Annoying, right? Those repeats clog up your rows, mess with formulas,...
Read articleTwo-column bank statements look neat on paper and chaotic in Excel. Debits live on one side, credits on the other, plus headers and footers sprinkled everywhere. If you’re trying to reconcile, build w...
Read articleYou converted a bank statement PDF to Excel and the numbers look off. Commas and periods swapped places, totals won’t add up, and those little green triangles are everywhere. Annoying, but fixable. Th...
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