Documents
Bank and credit-card statements. Files are accepted automatically — PDF summaries seed bank reconciliation; CSVs import straight into staging. Duplicate statements for a period are rejected.
Files
9
statements on record
Accepted
6
saved for reconciliation
In pipeline
1
validating or processing
Processed
2
transactions extracted
| Document | Account / Period | Status | Activity | |
|---|---|---|---|---|
|
CSV
|
Chase Business Complete Checking ••1042
1 Jun 2026 – 30 Jun 2026
|
Ready to import |
Sole Ali
Uploaded 3 Jul, 09:14
|
|
|
CSV
|
Chase Business Complete Checking ••1042
1 May 2026 – 31 May 2026
|
Processed |
Sole Ali
Uploaded 2 Jun, 16:41
Reviewed 2 Jun, 16:44 · Automatic
|
|
|
PDF
|
Chase Business Complete Checking ••1042
1 Jun 2026 – 30 Jun 2026
|
Accepted |
Sole Ali
Uploaded 2 Jul, 11:02
|
|
|
PDF
|
Amex Business Platinum ••3007
6 Jun 2026 – 5 Jul 2026
|
Validating |
Sole Ali
Uploaded 6 Jul, 08:55
|
|
|
PDF
|
Chase Business Complete Checking ••1042
1 May 2026 – 31 May 2026
|
Processing |
Sole Ali
Uploaded 4 Jun, 10:20
Reviewed 4 Jun, 10:23 · Automatic
|
|
|
PDF
|
Amex Business Platinum ••3007
6 May 2026 – 5 Jun 2026
|
Processed |
Priya Nair
Uploaded 8 Jun, 14:07
Reviewed 8 Jun, 14:11 · Automatic
|
|
|
CSV
|
Amex Business Platinum ••3007
6 Apr 2026 – 5 May 2026
|
Ready to import |
Priya Nair
Uploaded 9 May, 12:33
|
|
|
PDF
|
Chase Ink Business ••8891
4 Mar 2026 – 3 Apr 2026
|
Accepted |
Sole Ali
Uploaded 7 Apr, 09:48
|
|
|
CSV
|
Chase Business Complete Checking ••1042
1 Jan 2026 – 28 Feb 2026
|
Accepted |
Priya Nair
Uploaded 4 Mar, 15:19
Reviewed 4 Mar, 15:19 · Legacy upload
|
|