Tutorials guides
Every Convert·Into guide filed under Tutorials, for the teams that turn statement documents into clean, reconciled data.
How to tell a scanned bank statement from a text one in five seconds
A five second test that tells you whether your bank statement is a scan or a text document, and why OCR misreads statement figures in four specific ways.
How to split shared costs from a joint account at year end
A practical method for splitting shared costs from a joint account: convert the year to a spreadsheet, tag every row, apply one split rule, and produce a settlement figure that balances.
What to look for in a bank statement converter
How to evaluate a bank statement converter: arithmetic reconciliation, scanned documents, multi page tables, wrapped descriptions, uncertainty flagging, and file handling.
Choosing an export format: Excel, CSV, QBO or OFX
A practical guide to choosing between Excel, CSV, QBO and OFX exports based on the accounting software receiving the file.
Convert a PDF bank statement to CSV with clean, consistent delimiters
A practical guide to converting PDF bank statements into CSV files without broken columns, misplaced commas or shifted amounts.