Bank templates are key to how data is extracted from statements, is automatically validated and then is displayed in the correct location in Excel. We have strived to find the perfect balance to provide a user friendly template creation wizard that gives users the ability to create templates for most bank statements in circulation, worldwide, without displaying any unnecessary options.
We are pleased to provide our users with such a comprehensive template creation tool. This means that users can create their own bank template for immediate use, and that can be saved/edited locally to use again and again. If it is needed, we are of course available to create templates for users. This full picture support satisfies clients, and us!