Once your First Direct statement is uploaded, what you get back depends on which export format you actually need next. Upload a statement document. The engine identifies the issuing bank and its layout automatically, so there is no template to configure. The transaction table is extracted, and every figure is read as it appears on the page.
Whatever the running balance looks like on your First Direct statement, Convert·Into checks it against the statement's own printed closing figure before you export anything. Choose the exact format you need: Excel, CSV or QBO. You can map the extracted columns to match your ledger’s structure before export, so the file slots straight into your reconciliation workflow without rekeying columns or re-ordering fields. The export preserves the transaction order, dates and amounts exactly as they were extracted.