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Features

  • Federal version recognizes over 3,000 different statement formats, constantly growing.
  • Separates transactions in multi-account statements.
  • Over 150 checks for common OCR errors.
  • Outputs .csv, .xml (Excel), or .qif (Quicken) files.
  • Quality control checks such as skipped line review and AutoBalance.
  • Contextual help system.
  • Create transaction categories and filter in/out desired transactions.
  • Extract specific data items from transaction descriptions.
  • Customized editor for efficient error correction.

  • Cross indexed windows linked to the statement images. No flipping through paper!

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