PlaybooksOct 12, 20258 min read
Automation blueprints for finance teams scaling client onboarding
Outline the end-to-end workflow from ingesting statements to delivering reconciled exports with audit trails.
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Journal
Insights for teams turning statements into strategy
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Automation
Templates to standardise intake, classification and export across every client statement.
Security
Explain the encryption, access and retention workflows that keep client data trustworthy.
Playbooks
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GuidesSep 29, 20256 min read
How to eliminate transcription errors in legacy PDF bank statements
Compare manual spreadsheet cleanup with automated parsing and highlight the compound time savings per client.
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Playbooks
CurateFrameworks to operationalise automated workflows across finance and accounting teams.
View categoryCompliance
CurateSecurity, audit readiness and retention policies tailored to statement processing.
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CurateRelease notes, feature walkthroughs and configuration patterns for BankStatement2CSV.
View categoryOperations
CurateScaling reconciliation, collaboration and client comms without extra headcount.
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ComplianceOct 24, 2025
Security checklist: mapping SOC 2 controls to daily reconciliation tasks
Summarise encryption, retention and access policies teams should adopt when handling client statements.
5 min readOpen article →
AI OpsOct 14, 2025
Reviewing AI extraction with human-in-the-loop quality gates
Break down a lightweight QA routine that keeps reconciliations accurate while the AI handles the heavy lifting.
7 min readOpen article →
OperationsSep 22, 2025
Change management tips for rolling out automated exports to clients
Share rollout messaging, internal enablement and success metrics that keep clients confident in the switch.
4 min readOpen article →
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