Help centre
Short, specific answers about how stmtai works today. If yours is not here, email support@stmtai.com or see the contact page for what to include.
Getting started
Files and formats
- Which file types and statements are supportedPDF, PNG, JPG, CSV, QIF, OFX, QFX and TXT are accepted, including scans and photos. File limits and what to do with anything else.
- Convert several statements at onceDrop up to 12 files together. Each is checked on its own, then statements from the same account are checked against each other.
Troubleshooting
- Password-protected and restricted PDFsLocked statements are unlocked in your browser. What the password prompt does, why a PDF that opens fine still counts as encrypted, and the manual fallback.
- What the balance check meansHow every conversion is reconciled against the balances printed on the statement, and what green, red and grey mean.
- Fix a flagged row in the transaction tableHow to edit cells, swap money in and out, add or remove rows, compare with the original page, and save the corrected table.
Exports and imports
- The Excel and CSV exports explainedWhat is on the Transactions and Summary sheets, how the totals-by-category table works, and what the plain CSV contains.
- Import a converted statement into QuickBooksWhich of the two QuickBooks downloads to use, what each contains, and what to do if QuickBooks rejects the file.
- Import a converted statement into XeroThe Xero CSV download is already in the layout Xero expects. What the columns contain and how to import it.
- Import a converted statement into TallyPrimeHow the Tally XML posts Receipt and Payment vouchers, which ledgers it uses, and how to review missing masters before import.
Account and billing
- Buy a Pages Pack or subscribe to Pro or BusinessThe free allowances, what the Pages Pack, Pro and Business cost, how pages are used up, and how billing is managed.
- Refunds, failed conversions and misread statementsThe 14-day refund rule and how the amount is worked out, why failed conversions never cost pages, and what to do when a statement was read wrongly.
- Add colleagues to a Business planUp to 5 people can convert against one Business plan. How to add and remove seats by email and what each person sees.
- Convert statements from your own software (API)Create an API key on your account page, then create, upload and poll. Same pages, same balance check, same export files.
Privacy and data
- How long your statement and results are keptOriginal-file deletion starts when processing ends. Results expire after 7 days with an account, 1 day without, or when you delete them.
- Delete a conversion now instead of waitingWhere the Delete now button is, what it removes, how to delete from the account page, and how to delete the whole account.