What file formats does CounselPro support for statements?

CounselPro accepts PDF files for statements. That is the only format the uploader takes, so anything you send needs to be a PDF before it goes in.

What if my statements aren't PDFs?

• Paper statements: scan them to PDF first. Scan a full statement into one PDF rather than a page per file, so CounselPro can read the cycle as a whole.

• Photos or screenshots: combine them into a single PDF before uploading. A phone photo of a statement will read, but not as cleanly as the real thing.

• Check images: upload them as PDFs too. There is no separate check uploader. CounselPro pulls the checks out of the statement PDFs and puts them on the Checks tab on their own.

Why a clean PDF matters

CounselPro reads the text off every page, then pulls out the transactions. The cleaner the source, the more accurate the result:

• A bank-generated PDF is best. When you download the statement straight from the bank's site, the text is already digital and reads exactly.

• A scan is second best. A crisp, straight, full-resolution scan reads well. A dark, skewed, or low-resolution one gives the extractor less to read from.

• A photo is last resort. It works when it is all you have, but the picture, not the statement, is what sets the quality.

If a file keeps failing to process, a rough scan is the usual reason. Re-download a clean copy from the bank and try again. See why a statement fails and how to retry it.

Is there a size limit?

One: each file has to be under 100MB. Nothing is rejected for being long, so a multi-year PDF is fine as one file as long as it fits under that. If a single PDF holds several accounts or months, CounselPro separates them for you, so you never have to split a statement by hand.

If your pile is bigger than 100MB, break it into a few files and upload them all to the same project. For the rest of what helps and hurts accuracy, see how to prepare bank statements before uploading.