Brian’s accounting practice routinely engages in detailed financial discussions and planning with customers. For this, they need to collate and analyze customers’ bank records comprehensively. This information is extensive and comes in “several different formats and source bank documents that needed to be extracted and converted.”
Brian tried entering the information manually, but “if a customer gives me a year's worth of bank statements or credit card statements, it's time intensive to manually key the data,” he said.
Brian processes hundreds of pages of bank documents every year using PDFfiller. But even with this data load, the process is quick and simple: The customer sends PDFs of his bank documents attached to an email. Brian saves the attachments and allows PDFfiller’s sophisticated data processing tool to extract the information. The exported data is then inputted directly into Quickbooks tax software.
With PDFfiller, Brian can be confident that the data extracted from his customers’ bank statements with PDFfiller and inputted into his spreadsheets and tax software is sound.
“It saves me from expending time — extracting the data is only half the job. The other half is importing, balancing and checking and organizing. PDFFiller made the extraction and cleaning process faster and easier than other solutions.”