Articles and updates on bank statement conversion, reconciliation and automation.
Three-way reconciliation ties the trust bank statement, your trust ledger, and the sum of client ledgers to one number. Here is how it works and why bars require it.
Read articleA guide to categorizing an S corp's bank transactions for Form 1120-S, including why owner salary and distributions go to different accounts and how to handle 2% shareholder items.
Read articleAn IRS voluntary disclosure normally covers the most recent six years, and each year has to be filed with documented income. Here is what the six-year period means for your records.
Read articleFactoring underwriters read bank statements for six specific things: account ownership, average daily balance, NSF activity, deposit volume, who is paying, and undisclosed positions.
Read articleMerged cells, columns landing in the wrong place, numbers stored as text, one transaction split across two rows. Here is what actually causes each failure when a PDF converts to Excel badly, and the fix for each one.
Read articleBoth prove income indirectly, but one measures the flows and the other measures the balances. Here is how the source and application and net worth methods differ, and how to answer each.
Read articleGemini reads bank statement PDFs from Drive and answers questions about them well. Reproducing every transaction is a different job, and that is where it fails.
Read articleAmazon Textract reads bank statements but returns JSON, not a spreadsheet. Here is exactly what it gives you, what the missing code has to do, what it costs per page, and when it is the right tool.
Read articleGoogle Sheets cannot open a PDF, so importing a bank statement takes two steps: convert the PDF to CSV, then bring the CSV in. Here is the exact workflow.
Read articleA step-by-step guide to categorizing rental property transactions from a bank statement into Schedule E income and expense lines, including how to split a mortgage payment and keep each property separate.
Read articleCancel anytime from your account settings · refund policy
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