Get a year of old bank statements into Excel
A client shows up with twelve months of unreconciled books and a folder of statement PDFs. The bank feed won't reach back that far. This is the part of catch-up work that eats the most hours — and the part that doesn't have to.
The gap the bank feed can't cover
Bank feeds pull recent history only — often about 90 days. Every month older than that has to be entered from the statement PDF, and on a catch-up engagement that's almost the entire job.
PDF statements only
bank feed
The green slice is what connects automatically. The rest is what lands on someone's desk.
Why this part is slow
Volume, not difficulty
A busy business account can run 80–100 transactions a month. Twelve months is a four-figure line count, and every line is a chance to fat-finger a digit.
Errors surface at the worst moment
A single transposed number doesn't announce itself. It shows up as a balance that won't reconcile, usually near a filing deadline.
Junior time is still your time
Handing it to a junior converts the problem into review hours — and review of manual entry is slower than people expect.
Multiple accounts multiply it
Two bank accounts and a business credit card triple the backlog before anyone touches a single category.
How ApexParser handles a backlog
Every statement reconciled against itself
Extracted transactions are checked against the totals the bank printed on that statement. If something doesn't add up, it's surfaced instead of quietly passed along.
Same output shape every month
Twelve statements come back with identical columns, so combining them into one working file is a copy-paste rather than a reformat.
Closed accounts included
An account that's been shut has no feed to connect to. The PDFs still exist, and that's all this needs.
Any bank in the pile
Mixed institutions across one client's file all come out in the same structure. See supported banks →
Common questions
Why can't I just pull old transactions from the bank feed?
Bank feeds only reach back a limited window — often around 90 days. Anything older has to come from statement PDFs, which is exactly the situation catch-up work starts in.
How many statements can I convert at once?
Upload them one after another. Each statement comes back as its own spreadsheet, so a year of monthly statements gives you twelve files you can combine or import period by period.
How do I know nothing was missed in a long backlog?
Each statement's extracted transactions are checked against the totals the bank printed on it. If the numbers don't reconcile, that's surfaced rather than passed along silently.
What about accounts that have since been closed?
A closed account has no feed to connect to, but the statements still exist as PDFs. That's all this needs.