File Converter

This page provides all the details related to our file converter module.

General

Use of File Converter to instantly transform PDF bank statements into accurate spreadsheet data. We are able to extract the following from your bank and credit card statements:

• Date Range

• Beginning Balance

• Endling Balance

• Description

• Reference Number

• Amount

Our model also self checks itself to make sure that your data is accurately parsed. If for some reason, it is not, then simply request a refund, and we'll return your credits, along with providing an accurately parsed statement, free of charge.

How To Convert Your Bank & Credit Card Statements

Step 1: Upload Bank or Credit Card Statement

Simply click on the File Converter module within the left sidebar and either or click or drag files into the light blue area in the middle of the screen:

Once you've uploaded the file, simply click the green 'Upload # File' button and the model will begin to parse your date:

Step 2: Review File Assessment

Once the file is parsed, you will be able to see the following high-level extraction details:

• File Name - The name of your uploaded file

• Institution - The banking institution name

• Account Number - The last four digits of the account number

• Statement Period - The statement period for the uploaded file

• Transaction Count - The amount of transactions that were parsed

• Status - The status of the upload (parsing, passed, failed)

Step 3: Review File Details

Click the 'Action' button in order to:

• View Transactions - View the line-item details of the parsed bank statement

• Export CSV - Export all of the transaction details in excel format

• Download PDF - Download the uploaded PDF for reference

• Flag for Review - Flag the parsed file for review by an Equility team member

• Reparse - If the parsing failed for whatever reason, you will be able to reparse the file once for free. If there is still an issue, flag the file for review and an Equility team member will be in touch shortly.