AutoEntry can scan PDFs of Bank Statements and convert them into CSV files ready to import into Simple Fund 360.

The process works in the following way: 

1. Submit Bank Statements 
2. Data is extracted and verified 
3. Data is made available via a csv file

What data does AutoEntry Bank Statements Capture?

From a set of bank or credit card statements AutoEntry extracts:

• Account Number
• Date
• Description
• Debit
• Credit
• Balance
• Cheque number (if applicable)

AutoEntry Instructions and help

• How to Upload Bank/Credit card Statements
• Downloading Extracted Statement Data
• What is the cost of Bank Statement processing?

How do I upload a CSV from AutoEntry?

AutoEntry provides a CSV file which can be uploaded to the required bank account using Simple Fund 360's CSV Importer.