Start with a digital PDF
Use a bank or card statement downloaded in digital form. Review the platform's privacy terms before using sensitive client information.
For accounting firms and bookkeeping teams
From a statement PDF to transactions ready for review.
Bank and credit-card statements often arrive as PDFs. Qentigo presents a workflow for extracting transaction data and reviewing the output. See whether it fits your firm's process.
Try Qentigo →Illustrative video: its screens are not actual application captures and do not contain real client data.
A clear workflow01 02 03
What to evaluate
Inspect extracted transactions
Compare the extracted dates, descriptions and amounts against the original statement.
Check the result
Review balances, totals and any items needing attention before using the information in bookkeeping.
Try it with one statement
The best evaluation is practical: choose a suitable sample statement, examine the extracted transactions and compare the output against the source.
Try Qentigo →Frequently asked questions
Does Qentigo prepare T1/T4 tax returns?
This page describes processing digital bank and card statements. It does not claim personal tax filing or a general receipt-management portal.
Do I need a real client document to evaluate it?
Start with a sample or a document you are authorized to use, after reviewing the application's privacy terms.
Does extracted data replace accountant review?
No. Any extracted values and balances should be checked before posting entries in accounting software.