Provides optimized solutions for the three core requirements of enterprise multi-account management:
- Standardization of formatsConvert bank statements of different formats to Excel, solving format compatibility problems.
- Automatic aggregation: Combine multiple files through Excel's Power Query function to generate an overall cash flow statement.
- anomaly detection: Utilize filtering functions to quickly identify anomalous records such as large transactions or duplicate payments.
Practice Suggestion: Finance staff can centralize the processing of all account statements on the monthly closing date, StatementSheet supports 10+ files to be queued for conversion at the same time, with Excel's advanced features can save about 80% of reconciliation time.
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 " Optimizing the reconciliation process for SMEs with multiple bank accounts
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