See the export structure before you commit
StatementScribe is easier to trust when you can inspect the output shape first. Use this page to review the columns, sample row, and audit fields your team can expect before starting a trial.
Who usually looks at this page
- Accounting teams that want to inspect the export shape before starting a trial.
- Bookkeepers validating whether balances, references, and memo text stay usable after conversion.
- Firms that want to compare the exported structure against the spreadsheet they already use.
When this matters less
- Teams looking for a polished final reporting template rather than source-to-reconciliation structure.
- Buyers evaluating non-bank PDFs or generic table extraction use cases.
- Workflows that already know the export fits and only need volume pricing.
What you can review here
- Which core columns appear in exported statement rows.
- Which audit fields help trace an exported line back to the PDF.
- How teams decide between CSV and Excel based on their review workflow.
Column clarity
Review the core fields your team will reconcile against before changing any workflow.
Audit trail
See which fields help you trace exported rows back to the source PDF during review.
Current-sheet comparison
Use this page to compare the exported structure against the spreadsheet layout your team already uses.
Common review checks
Month-end close template
Check whether the exported columns can drop into your recurring bank-reconciliation workbook without more copy/paste cleanup.
Historical cleanup sheet
Validate a backlog catch-up layout before moving dozens of old statement PDFs through the same process.
Firm-specific mapping
Use this example when one client template, unusual bank format, or required audit field is the last rollout blocker.
Mapping preview
Example source-to-template mapping
A buyer usually needs to confirm where each critical field lands before trusting a new export. This example shows the kind of mapping you can compare against your sheet.
What to compare against your current sheet
- •One representative PDF that shows the bank format you actually need to convert.
- •The target Excel or CSV layout, even if it is just a client workbook screenshot or a short column list.
- •Any special rules you care about (sign conventions, audit columns, split debit/credit columns, cleanup notes).
Workbook-ready proof
Download a starter reconciliation template
If the last question is “what sheet should this drop into?”, start with a simple CSV template your team can compare against the exported columns immediately.
Date-first layout
Starts with bank date, description, and reference so reviewers can match rows back to the statement fast.
Debit/credit-ready columns
Shows one practical way to separate inflows, outflows, and running balance without extra cleanup.
Accounting handoff fields
Leaves room for ledger notes, reconciliation status, and comments before you compare it with your own workbook.
Need your own workbook shape instead? Download the starter CSV and compare it with your current sheet.
Use it to review columns, balances, and support fields before trying a real statement.
What this page helps confirm
Use the guide below to verify the exported shape now, then compare it against your own template if needed.
When to use CSV vs Excel
Choose the format based on the review workflow
The export shape matters more than the file extension. Teams usually pick CSV for imports, Excel for review, and this page to compare whether the structure fits their current spreadsheet.
Use CSV
Best when you need a lightweight file for import, mapping, or spreadsheet workflows that already normalize columns downstream.
Use Excel
Best when reviewers want one workbook with the converted rows plus metadata and skipped-line notes in the same file.
Compare it to your current sheet
Best when the real question is not file type but whether the exported structure matches the spreadsheet your team already uses.
What's in this export?
A quick guide to the columns so you can reconcile and book transactions with confidence.
Quick notes (copy/paste)
Use effective_date for reconciliation and matching bank exports.
Amounts are provided in major units with decimals (for example 100.50).
The raw memo/description is preserved as description_raw.
Reversals/adjustments are flagged so they do not inflate income/expenses.