FAQFrequently asked questions
Answers to the practical questions about supported statements, exports, projects, plans, and how the workflow fits into real accounting work.
How do I convert a bank statement to Excel without retyping it manually?
Start with a digital PDF bank statement, upload it into the converter, and review the extracted rows before download. That gives you a workbook-ready export without rebuilding the statement line by line in Excel. The review step matters because it lets you confirm dates, descriptions, and amounts while the statement is still easy to inspect.
Can I export CSV as well as Excel?
Yes. The same parsed preview can be exported as CSV or Excel. Excel is usually useful when the next step is spreadsheet review, workbook preparation, or internal analysis. CSV is usually better when the next step is cleanup, import, or a simpler tabular workflow.
Which bank statements work best in the current product?
The strongest current digital layouts are FNB, Standard Bank, and Capitec. Other digital bank statement PDFs can still be attempted through a best-effort workflow, but the preview should be reviewed more carefully when the layout is outside the strongest supported group.
Do scanned or image-only bank statements work the same way?
No. Digital, text-based PDFs work best because the transaction text is available directly. Scanned and image-only statements are more limited and should be treated as best-effort input. When the statement is scanned, the review step becomes even more important before any export is used in accounting work.
Why is the preview step such a big part of the workflow?
Because most finance teams do not just need a file. They need a file that still looks credible once it reaches bookkeeping, reconciliation, reporting, or review. Preview is where you confirm the statement period, descriptions, references, amounts, and overall row quality before the export leaves the platform.
Can I upload multiple bank statements at once?
Yes. Batch upload is available, and each successful file keeps its own preview and export options. That means a firm can process several client statements in one session without losing the ability to review each statement separately before deciding that it is ready to export.
Can I organise statements by client or engagement?
Yes. Logged-in users can save converted statements into projects so recurring client work stays grouped together. That is useful when the same client sends statements every month or when several people need the same client context over time.
Is this built for South African firms specifically?
Yes. The product is positioned for South African accountants, bookkeepers, and finance teams. That shows up in the strongest supported bank layouts, in the accounting-focused review workflow, and in the practical plan structure already shaped around local use.
What happens to the original PDF after conversion?
Original PDFs are not stored after conversion. The useful output that remains is the saved conversion data inside your workspace, which supports later project organisation, export reuse, and team collaboration without keeping the uploaded source file around permanently.
When should I choose Excel instead of CSV?
Excel is usually the better choice when the next step includes spreadsheet review, filtering, internal analysis, workpapers, or client-facing workbook preparation. CSV is often better when you need a lighter file for import or cleanup. The platform keeps both available so the format can match the next workflow instead of forcing one default.
How do monthly plans and credits work together?
Monthly plans are better for regular recurring volume, especially when statement work happens every month across several clients. Credits are useful as top-ups or for occasional work beyond the monthly allowance. That gives firms a practical way to handle uneven workloads without forcing one purchasing pattern for every situation.
What kind of team should use the Business or Enterprise plans?
Business is the strongest fit when more than one person needs to work inside the same statement workflow, client project structure, or billing context. Enterprise is for larger practices that need custom volume, onboarding, or workflow support. Both tiers matter most once the work becomes shared and operational rather than personal.
Can I start on the free plan and upgrade later?
Yes. Starter is intended for trying the workflow and confirming that the review and export process fits the way your team already works. Once statement volume grows or client work becomes more consistent, you can move to a monthly plan that better matches regular usage.
Do I need to change the way my bookkeeping team works to use this?
No. The goal is to support the workflow your team already has after the statement is available, not to replace the rest of your accounting stack. You still decide where the cleaned statement rows go next, whether that is workbook review, reconciliation, import preparation, or internal reporting support.
