Elevate Accountancy

Transaction Review

Upload a transaction CSV or a PDF bank statement to flag balance breaks, duplicates, and items worth a second look.
Drag CSV or PDF files here, or browse
CSV: Date, Amount, Payee, Description, Reference — extra columns like Balance or Account are used automatically.
PDF: one or more bank statements — you'll get a chance to check the extracted lines before running checks. Drop all 12 months at once to review a full year.
Runs entirely in your browser — no data leaves this device.

Created & Maintained by Joshua MacVicar on behalf of Elevate Accountancy