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StatementPilot

Getting started

Getting started: your first conversion

Create an account, upload a statement, review the reconciliation and export your first file.

  1. Create an account with email and password (confirm your email) or with Google.
  2. Open New conversion and drop one or more statements (PDF, PNG, JPG or WebP).
  3. Wait a few seconds while the status changes from Queued to Processing to Ready for review.
  4. Check the reconciliation badge: Reconciled means opening balance + transactions = closing balance.
  5. Fix any highlighted rows in the review table if needed.
  6. Choose an export format and download.

Tip: upload all pages of a statement so both the opening and closing balance are present.