Bank template creation tool

StatementReader uses templates to identify, interpret and extract your data into the correct column in Excel. Templates for 100+ UK, USA and Australian banks are provided for you to use immediately. 

Users can create templates in under a minute to extract their bank transactions to Excel - templates are used by StatementReader's advanced extraction engine to automate the following: 

  • Extracting multiple lined transactions, 

  • Removing page headers and footers, 

  • Validating bank transactions in Excel. 

Full page data extraction parameters can be defined to ensure that all important data is retrieved from the bank statement, including the bank account name, number and sort code, the addressee and address, together with the page number, statement date and bank branch address.