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1 min

How to install and setup StatementReader

Initial setup of StatementReader - Download and install the application from here. - Run the application and register your email address. - Click Help -> Example job, to verify the installation. You should see an example bank statement, and then the transactions in Excel. Using your trial account credit - Click Credit -> Join company credit from within StatementReader and enter the code provided by the StatementReader team - Click the button provided to validate the code. T

1 min

Setting up your document for extraction

Here are some tips you should consider when obtaining and setting up your document before the data is extracted: - Get original documents, if possible - Check pages are in date order (asc. or desc.) - Same orientation (portrait/landscape) - Same bank template per file - 300 DPI TIF or PDF with zero/low compression - Set content as 'text', if possible on the scanner - Same alignment (use scanner feeder) #All #Gettingstarted

1 min

Processing bank transactions with StatementReader

Here are some general tips for using the StatementReader application to extract transactions from bank statements: - Select the matching template (not just closest) - 'Extract all lines' if obscured/no column headers - 'Parse PDF' if you can select the text in PDF - Auto correct dates/amounts – are pages in order? - Right-click job in StatementReader grid - Analyse keywords/round amounts - Click Options → Analysis options #Gettingstarted #All

1 min

How do I use a bank statement template to extract my transactions?

Follow the steps below to use StatementReader template files that we have sent you. Note that if you have already set this up, you may simply add the (unzipped) files provided to the folder that you previously created for this purpose: - Create an empty folder on your computer (perhaps on the desktop or in My Documents). It will contain templates for StatementReader. - Copy the unzipped template files provided (including images) to the new folder. - Click on Options ->

1 min

Can you demonstrate StatementReader to my team?

We are on hand to help you to explain, demonstrate and provide training on the StatementReader application, either remotely or in-person, where practical. If you require documentation regarding the implementation and configuration, this can also be provided. For the initial stages, we have created a one-page introduction detailing the key features that our clients find most useful. Here is a link. Please feel free to circulate this document, as you like. #Gettingstarted #Gene

1 min

How do I get the most accurate output from StatementReader?

There are two key parts of the process that make a large difference to the accuracy of the StatementReader output. - Document preparation Scanning the document to our recommended specification is important. Creating a searchable PDF also enhances the results you can achieve. We would be happy to discuss implementing a very effective OCR solution for you; this will not rely on you having the latest scanner. Please contact us for more information about arranging a trial of thi

2 min

Getting started with StatementReader

To ensure that the application is installed correctly, select an example job from the 'Help' menu. There are two to choose from. Once you select one, an image of an example bank statement will open, and then the data from this page will be shown in Excel. StatementReader uses two separate methods to import data, either character recognition from a scanned image (OCR), or by interpreting a layer of text embedded within searchable PDF documents. Searchable PDF documents can b