PennyweightPennyweight

Tag

Statements

  • Import a PDF or screenshot statementGive your AI a PDF statement or a screenshot of your banking app. It reads the transactions and adds them to an account after you approve a preview.
  • A monthly routine for statement-only accountsOnce a month, hand your AI the statement for an account Pennyweight can't link. It adds what's new, skips what's already there, and you check the balance.
  • Reconcile an account against a statementCheck that Pennyweight agrees with your bank statement's closing balance, find the gap when it doesn't, and fix a wrong opening balance.
  • Import OFX, QFX or QBO filesBring a bank's OFX, QFX or QBO download into Pennyweight. Your AI reads the file, shows a preview and imports it into the account you name.
  • Import QIF filesBring a QIF file from Quicken or your bank into Pennyweight. Your AI reads the file, shows a preview and imports the rows into one account.
  • Import MT940 or camt.053 business statementsBring an MT940 or camt.053 bank statement into Pennyweight. Your AI reads the file, uses its opening balance and checks the closing balance.
  • Use Pennyweight without a bank linkOutside the US, or your bank can't be linked? Add a manual account and have your AI read your statements and exports into it.
  • Using Pennyweight in the UK and EuropeBank in the UK or Europe? Keep each account in its own currency and have your AI read your bank's CSV, PDF, QIF or MT940 files into it.
  • Using Pennyweight in CanadaBank linking is US-only, so Canadian accounts use statement import. Add a CAD account, then have your AI read your bank's statements or downloads into it.
  • Using Pennyweight in Australia and New ZealandKeep Australian and New Zealand accounts in Pennyweight with your bank's CSV, QIF or OFX export. Your AI reads the file into an AUD or NZD account.
  • Using Pennyweight in Latin AmericaBank linking is US-only, so Latin American accounts use statement import. Add an account in your currency and have your AI read each monthly statement into it.
  • Using Pennyweight in IndiaBank linking is US-only, so Indian accounts use statement import. Add an INR account, have your AI read statements in, and handle protected files.
  • Using Pennyweight in JapanBank linking is US-only, so Japanese accounts use statement import. Add a yen account and have your AI read your bank's CSV, Shift-JIS included.
  • Using Pennyweight anywhere elseBank linking is US-only. Wherever your bank is, add an account in its currency and have your AI read PDF statements or app screenshots into it.