Review the summary below and download the Excel workbook. The uploaded PDFs and temporary workbook are removed automatically after the download response completes.
{% for label, value in [('Statements', summary.statement_count), ('Rows extracted', summary.rows_extracted), ('Unique transactions', summary.unique_transactions), ('Exact duplicate rows', summary.exact_duplicate_rows), ('Possible duplicate rows', summary.possible_duplicate_rows), ('Classification categories', summary.categories), ('Review items', summary.review_items)] %}
{{ label }}
{{ value }}
{% endfor %}
Bank(s)
{{ summary.banks|join(', ') }}
Account holder
{{ summary.customer_name or '-' }}
Financial year
{{ summary.financial_year or '-' }}
Classification
{{ 'Enabled' if summary.classification_enabled else 'Disabled' }}
Workbook output
Dashboard, Statement Reconciliation, All Extracted Rows, Unique Transactions, Exact Duplicates, Possible Duplicates, Monthly Summary, Mode Summary, Category Summary, Party Summary, Review Items, Draft Financials, Duplicate Summary and Assumptions.