Upload Statements And Create Bank Accounts

Use this guide when statement uploads need to become bank accounts and reviewable transactions.

Upload Statements

Start with the upload-statement flow.

Attach Files

Select the statements and confirm the files before processing.

Confirm Accounts

Review the detected accounts and keep the account mapping clean.

Check Processing

Wait for the processing state to complete before reviewing transactions.

Check Before You Leave

The uploaded statements should produce account records and pending transactions that can be reviewed.