Statement2Sheet

Synthetic statement conversion: a pass and a review case

Two invented statements show what happens on upload: a complete statement converts and is ready to export; a statement with a missing transaction is flagged for review instead of being exported as if it were complete.

By Statement2Sheet · Updated

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What these examples are

Two one-page chequing statements in CAD with selectable text, as you would download them from online banking. Every name, account number and transaction in them is made up, and every page is marked as synthetic. They are separate statements, not a before-and-after pair.

Example 1: a complete statement

Transactions read
18
Result
Converted

Every transaction is read and the balances add up, so the statement is ready to export. Compare the rows with the PDF before you rely on them: matching balances alone do not prove every date and description.

Example 2: a transaction is missing

Transactions read
17
Result
Flagged for review

One transaction was removed from this statement, so its balances no longer add up. Statement2Sheet does not invent a replacement: it marks the statement for review so you can check it against the PDF.

Try it yourself

  1. Download either PDF above.
  2. Upload it and open the review screen.
  3. Compare the rows with the PDF. For the second example, the statement stays flagged until you resolve the missing transaction.

Building an integration? Start with the API quickstart.

What to check before using the output

A matching closing balance does not rule out offsetting missing transactions, wrong dates or wrong descriptions. Follow the row-by-row review checklist and choose the export using the CSV, OFX and QBO comparison.

Questions about this workflow

Do these two examples measure accuracy on real banks?

No. They are two invented statements that show how a complete and an incomplete statement are handled, not an accuracy measurement.

Can I try them myself?

Yes. Download either PDF below and upload it. You should see the same outcome: the first converts, the second is flagged for review.

Why is there no spreadsheet for the second example?

A statement that needs review is not offered here as a finished export. In the application you can review it, correct it and then export it.