Upload a bank statement
Upload a bank statement in PDF, CSV, Excel, OFX, QFX, or SWIFT format, and let an AI step pull out the transactions.
Upload a bank statement
Member+A bank statement is the starting point for reconciliation. Once you upload one, an AI step reads the file and extracts each transaction, which Inbox Ledger then tries to match against your invoices. Uploading a statement requires the member, admin, or owner role.
Upload a statement
Open Reconciliation
In the dashboard sidebar, open Reconciliation.
Choose a statement file
Click the upload control and pick a statement file from your computer.
Wait for extraction
Inbox Ledger uploads the file and runs an AI step that pulls out the individual transactions. When it finishes, the transactions appear in the list, ready to match.
Supported formats
You can upload a statement in any of these formats:
- CSV
- XLSX
- XLS
- OFX
- QFX
- MT940
- MT942
- BAI2
The maximum file size is 50 MB.
PDF and image-based statements are read by an AI extractor, so a scan or an exported PDF works as well as a structured file like CSV or OFX.
What happens after upload
The AI extractor turns the raw file into a list of dated transactions with an amount and a description. From there, the matcher takes over and proposes which invoice each transaction pays.
Related
Reconciliation overview
What reconciliation does and the flow at a glance.
How matching works
The two stages, the date window, and the confidence threshold.
Review and confirm matches
Confirm, reject, or create a manual match.
Ready to try this?
Inbox Ledger turns your inbox into clean accounting data. The free tier includes 10 credits, refilled every 30 days.
Start free