Upload PDF or Excel bank statements for processing
| Date | Description | Payer/Payee | ID | Debit | Credit | Balance | Tax Cat. | Status | Actions | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
No transactions yetUpload a bank statement to get started |
|||||||||||
| ID | Name | Type | Tax ID | Transactions | Total Debits | Total Credits | First Seen | Status | Actions |
|---|---|---|---|---|---|---|---|---|---|
No entities yetEntities will be auto-created when processing statements |
|||||||||
| Statement ID | Bank | Account | Period | Transactions | Opening | Closing | Status | Uploaded | Actions |
|---|---|---|---|---|---|---|---|---|---|
No statements uploadedUpload your first bank statement to begin |
|||||||||
| ID | Nickname | Full Name | Department | Position | Salary | Bank Account | Status | Actions |
|---|---|---|---|---|---|---|---|---|
No employees yetAdd employees to track salary payments |
||||||||
| Date | Transaction | Amount | Matched To | Type | Tax Category | Matched By | Status | Actions |
|---|---|---|---|---|---|---|---|---|
No manual matchings yetMatch transactions to entities, employees, or documents |
||||||||
| Category | Code | Transactions | Total Expenses | Total Income | WHT Withheld | VAT | Tax Treatment |
|---|---|---|---|---|---|---|---|
No tax data yetProcess transactions to see tax summary |
|||||||