The operation process is divided into four easy steps:
- Register & Login: Register for an account through the official website (new users get 10 free credits);
- Uploading files: Supports drag-and-drop or click-and-click uploading of PDF statements that are ≤3MB;
- Preview Calibration: After AI automatically extracts the data, users can verify the accuracy of transaction records online;
- Export results: Choose to download in Excel (suitable for complex analysis) or CSV (compatible with accounting software) format.
It's all done in the browser, requires no technical background, and offersReal-time progress alerts.. For complex layout statements, it is recommended to focus on checking the matching of the amount and date fields during the preview stage.
This answer comes from the articleStatementSheet: Online Tool to Convert PDF Bank Statements to Excel SheetsThe
May not be reproduced without permission:AI productivity tools " What are the exact steps to convert a bank statement using StatementSheet?
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