Good questions. Clear answers.
How do I open a password-protected statement?+
Upload the PDF and enter its document password when prompted. It is used locally and is not saved or uploaded. Follow the bank’s instructions for that particular statement. For example, if the format is last 5 mobile digits + DOB in DDMMYY, mobile 1234567890 and DOB 22/06/2001 give 67890 + 220601 = 67890220601. This is an illustrative format, not a universal SBI rule.
Are my statements uploaded?+
No. PDF extraction, optional OCR, editing and export run in your browser. Account services receive authentication data and page usage counts. OCR downloads public code and recognition models; it does not send statement images to a recognition service.
Which files are accepted?+
PDF files up to 10 MB on the Free plan, up to 100 pages per file and three files per batch. A valid PDF signature and readable document are required. Password-protected PDFs prompt for their document password in the converter. A correct password unlocks the PDF locally; a wrong password can be retried.
How accurate is the conversion?+
Accuracy depends on the PDF layout and text quality. Rows may be uncertain or unverified. A balance-checked row means its accounting relationship reconciles; it does not certify that the description or date was extracted correctly. Review your data before using it.
Can I use scanned PDFs?+
Optional local English OCR supports up to ten scanned pages per file. It may take time and is subject to device memory. OCR results are always flagged for review. Handwriting and non-English scripts are not supported in this release.
What does “reconciliation unavailable” mean?+
The statement does not contain enough information to complete a check. Opening and closing balances and every transaction amount are needed for the statement check. Running balances require consecutive balances in chronological order.
How are free pages counted?+
With Firebase connected, the browser reserves the actual PDF page count before extraction. The server enforces monthly account reservations and daily network limits. Failed parsing still uses reserved pages. Local demo mode has a session-only allowance. Since PDFs remain local, the server cannot independently attest their page count.
What is included in exports?+
Excel and CSV include normalized transactions, review status, warnings, page numbers and original extracted values. Excel also includes a reconciliation sheet. Amounts are preserved as decimal text to avoid changing financial precision.
What if my statement is unsupported?+
Try a text-based PDF from the bank, or OCR when scanned pages are detected. You can also add and edit rows manually. The parser never generates synthetic financial records for your document.
Can I subscribe to a paid plan?+
Not yet. Pro and Business are planned tiers. No payment or subscription is created while the payment provider is unconfigured.