PDF Upload Workflow
The Upload Statement flow handles password-protected PDF statements for every supported bank. Each run blends native parsing and AI fallbacks so customers always receive structured transactions without juggling tools.
File requirements
Section titled “File requirements”- Up to 10 PDFs per batch (10 MB max each)
- Supports encrypted statements when a password is supplied
- Hybrid processor automatically selects native, OCR, or AI mode
Three-step experience
Section titled “Three-step experience”- Add statements — drag-and-drop PDFs or pick from your file system. Supply the issuing bank, credit card, and password if needed.
- Configure processing — confirm the destination credit card plus the AI provider preselected by your admin. Most tenants use the default hybrid processor.
- Review & launch — double-check file metadata, then start processing. Status chips move through Processing → AI Parsing → Ready. Any failures surface inline remediation tips.
- Keep the default hybrid processor unless support directs you otherwise.
- Re-upload only the files that failed; successful PDFs remain available in Statements.
- When troubleshooting, capture the processing ID from the Activity Panel so support can find the job quickly.