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Frequently Asked Questions
Everything you need to know about Banksheet. Can’t find what you’re looking for? Email us at support@banksheet.io.
Banksheet achieves high accuracy for the vast majority of supported document formats. For clean, machine-generated PDFs from major banks, accuracy typically exceeds 98% at the transaction level — meaning dates, descriptions, and amounts are extracted correctly.
Accuracy is lower for scanned or photographed documents, handwritten entries, or statements with complex multi-column layouts. Documents with very small print, low scan resolution, or heavy watermarks may also produce reduced accuracy.
Important: Always review the extracted output before using it in financial decisions, tax filings, or accounting records. AI extraction is a productivity tool, not a guaranteed data source.
Banksheet is designed to work with statements from any bank worldwide. Because extraction is powered by AI vision rather than bank-specific templates, there is no fixed list of supported banks — if a human can read the statement, Banksheet generally can too.
Supported file formats are:
- PDF — machine-generated PDFs from online banking portals perform best.
- JPG / JPEG — photographs or scans of paper statements.
- PNG — screenshots or high-quality scans.
Banks from Singapore, the United States, United Kingdom, Australia, Hong Kong, Malaysia, and many other regions are regularly tested and perform well.
Yes. Banksheet processes multi-page PDF documents in full. Each page is extracted individually and the results are combined into a single consolidated CSV output, preserving the chronological order of transactions across all pages.
Each page of a document consumes one credit. A 12-page statement uses 12 credits. Current limits are 20 pages per file and 10 files per batch.
Template OCR tools often break when statement layouts change. Banksheet uses vision-based extraction that adapts better across different bank formats.
- Merge 2–50 statements into one consolidated CSV/Excel export.
- Keep source-file traceability for audit and review.
- Auto-flag possible duplicates for faster reconciliation.
Yes. In Dashboard History, select two or more non-purged conversions and click Consolidated CSV or Consolidated Excel.
Banksheet merges transactions into one file, keeps source-file references, and highlights possible duplicates so review is faster.
Consolidation deducts 1 credit per export action.
Banksheet uses a simple pay-per-page credit system:
- 1 credit = 1 page of a document processed.
- Credits are purchased in bundles via Stripe checkout.
- Your credit balance is shown in your dashboard at all times.
- Credits are deducted when a conversion begins. If you cancel mid-conversion or the conversion fails due to a server error on our side, please contact support for a review.
You can top up your balance at any time from the dashboard. There are no subscription fees or monthly commitments — you pay only for what you use.
Paid credits never expire and remain in your account indefinitely. Free weekly demo credits refresh to a maximum of 2 every Monday (UTC+0) and do not stack beyond that cap.
You can upload files in the following formats:
- PDF (.pdf) — the preferred format for best accuracy.
- JPEG (.jpg / .jpeg) — photographs of paper statements or scans.
- PNG (.png) — screenshots or scanner output.
For image uploads, we recommend a resolution of at least 150 DPI for good extraction quality. Maximum file size per upload is 10 MB, with up to 20 pages per file. You can upload up to 10 files per batch. If your PDF is larger, consider splitting it into smaller files before uploading.
Security is a core priority for Banksheet:
- All file uploads and data transfers are encrypted using HTTPS/TLS.
- Your uploaded documents are never stored permanently on Banksheet servers — they are held in memory only during extraction.
- Extracted transaction data is stored in Supabase, a SOC 2-certified infrastructure provider.
- Your data is never sold to third parties.
- Auto-purge can be enabled to automatically delete extracted data 24 hours after conversion.
For full details, see our Privacy Policy.
Banksheet’s AI engine has broad multilingual capability. Statements in many languages — including Chinese (Simplified and Traditional), Japanese, Korean, Malay, Thai, French, Spanish, German, and more — are generally supported.
The extracted output (dates, amounts) is standardised regardless of the source language. Description fields will be output in the original language of the document. Accuracy may be slightly lower for languages with complex scripts or unusual character sets compared to standard Latin-alphabet statements.
After a conversion is completed:
- Your original uploaded file is immediately discarded and not stored on our servers.
- The extracted transaction data is stored in your account so you can download it at any time.
- If auto-purge is enabled, the extracted data is deleted from our servers 24 hours after conversion.
- You can manually delete any conversion result from your dashboard at any time.
Deleting your account removes all stored data within 30 days. See our Privacy Policy for full details.
If your conversion result contains errors or is missing transactions, here are some steps to try:
- Use a machine-generated PDF whenever possible, rather than a scan or photo. Download the PDF directly from your bank’s online portal for best results.
- Improve image quality — if uploading a JPG or PNG, ensure the resolution is at least 150 DPI and the image is well-lit with no shadows.
- Re-run the conversion — occasional AI inference variability means a second attempt may produce a better result.
- Contact support — if you believe the inaccuracy is due to a systematic issue with a specific bank format, email us at support@banksheet.io. We actively use user feedback to improve our extraction pipeline.
Note: Credits used for a conversion are not automatically refunded if the output is inaccurate, as this can also reflect limitations of the source document. Please contact support if you believe you are experiencing a systematic error.
Credits are non-refundable once used. A credit is considered “used” when the conversion process begins for a given page.
- Paid credits: Do not expire and remain in your account indefinitely.
- FFree weekly credits: Refresh every Monday (UTC+0) and are capped at 2.
If you believe credits were deducted in error due to a technical fault on our part (for example, if the service crashed mid-conversion and credits were deducted without any output being produced), please contact us at support@banksheet.io within 7 days of the incident. We will investigate and issue a credit correction where appropriate.
The best way to reach us is by email at support@banksheet.io.
When emailing about a conversion issue, please include:
- Your account email address.
- A brief description of the problem.
- The approximate date and time of the conversion.
- A screenshot or sample of the output, if relevant.
We aim to respond to all support inquiries within 1–2 business days.
Still have questions?
Our support team is ready to help. We typically respond within 1–2 business days.
Email support@banksheet.io