Articles and updates on bank statement conversion, reconciliation and automation.
How A/E firms reconcile Deltek Vantagepoint accounts from PDF statements: convert to CSV, set the Import tab layout, map the check number to Reference Number and import.
Read articleHow construction controllers clear checks in Trimble Spectrum from PDF statements: convert to CSV, build the clearing file, run Cleared Checks Import, reconcile.
Read articleHow construction controllers clear checks in Sage 300 CRE from PDF statements: convert to CSV, build the four field file, run Import Cleared Checks, reconcile.
Read articleHow municipal finance offices clear checks in BS&A from PDF statements: convert to CSV, match the import format, test one row, then reconcile.
Read articleHow CPA firms reconcile Accounting CS accounts from PDF statements: convert to OFX, import on the Bank Statement Import tab, work the unmatched list.
Read articleHow to clear a Financial Edge NXT register from PDF bank statements: convert to OFX, use Clear electronically, work the exceptions, then reconcile.
Read articleHow to reconnect Sage 50 U.S. Bank Feeds, and how to fill the months the feed will not reach by importing OFX statements converted from PDF.
Read articleFour PDF to OFX converters priced on three real bookkeeping jobs, what to test on a trial, and which accounting software actually accepts OFX.
Read articleQuality of earnings tools sorted by job: done-for-you proof of cash, connected analysis platforms and bank statement extraction, with the prices each vendor publishes.
Read articleBusiness Central imports CSV bank statements, not PDFs. How to convert PDF statements, run the Bank Statement File Format Wizard, get the date format right and reconcile.
Read articleGet started converting bank statements to OFX.
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Scale statement conversion with bulk upload, custom templates and reports.
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Enterprise-grade bank statement conversion and controls.
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