![]() You can see the reconciliation status on the summary table (top right of the page). ![]() If everything checks out, the statement is identified as reconciled, saving you time and manual review. Step 3: Reconcile the Bank StatementsĭocuClipper bank statement reconciliation compares transaction totals to summary information on the statement. Step 2: Transactions are Extracted AutomaticallyĭocuClipper Bank Statement converter extracts all the transactions, creating a comprehensive bank extract that includes other data like balances, dates, account numbers, etc. Select the Sign button and create a digital signature. Include the date to the sample with the Date feature. You can process multiple statements at the same time.Ĭlick on convert. Be sure the data you add to the Bank Statement Generator is updated and accurate. It uses Optical character recognition technology to be able to read scanned statements. ![]() DocuClipper bank statement OCR works with any text or scanned bank statement. The first step how to convert PDF bank statements to Excel or CSV using DocuClipper is to login into the platform and select “Bank & Credit Card Statements”.ĭrag and drop one or more statements. Step 1: Select the Bank Statement Converter Learn how to convert PDF Bank Statements to Excel with DocuClipper in a few seconds. If you are an Online Banking customer, you can sign into Online Banking, and select Statements & Documents under the Accounts tab, then go to the Request.
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