Export bank statements to CSV

StatementReader generates a single lightweight database file from scanned images or searchable PDF documents, by default this outputs to either a consistent columnar Excel or CSV format.  This allows quick and seamless system integration by exporting or transposing your financial data into multiple other formats (like JSON), to integrate with any bookkeeping or investigation tool.

Some of the opportunities for working with flexible data output are listed here:

  • Streamline process in stages, parallel implementation

  • Empower employees to consider wider growth

  • Choose best in class without a reliance on one solution provider

And, here’s one of the client integrations that StatementReader has been part of:

Client: Financial intermediary, auditors and wealth managers in Fiji
Start date of contract: September 2017
Range of services provided:

  • We provided StatementReader for installation on multiple individual client machines

  • StatementReader is accessed by a dedicated user for each of the main extraction and analysis parts of the process

  • Bank statement templates are created in-house using StatementReader, with users requesting new templates for any missing formats.  New templates that we create are then released to all users

  • We provided the option to implement a highly accurate in-house (offline) OCR server solution for extracting data from scanned images so that client documents remain within their network (currently under consideration)

  • Remote group training is available to ensure staff are getting the most value from new features

  • The client relies on StatementReader for cases with between 100 to 1,000 bank statements in a single batch

  • A range of users have access to StatementReader at several levels of the hierarchy

  • Extracting structured data from the whole bank statement allows the bank account number, name and sort code to be exported to Excel alongside the transactions.

We’re proud of the level of technical support we offer, so contact us today to learn more about how we can help you and your colleagues.

What we offer:

  • Assisted implementation of the application (with a hosted OCR server)

  • Creation of optimised templates for your bank statements within 24 hours

  • Unlimited ongoing technical support including system migration and server monitoring

  • Software upgrades with new bank templates created for our clients globally