It would be pretty neat if you integrated with FormX.ai or similar to extract data from a PDF and make transactions out of it.
I tried it out today and it did an okay job of pulling transactions from PDF bank statements which I could import into Google Sheets and then use Bkper to import. But maybe with Bkper we could somehow skip a step?
Although, I always have to massage my spreadsheets a bit before I edit them to set the accounts, since it's a lot faster to do bulk edits in Google Sheets. So probably adding a bulk editing of from/to accounts in Bkper would be a better first step before this.
It would be pretty neat if you integrated with FormX.ai or similar to extract data from a PDF and make transactions out of it.
I tried it out today and it did an okay job of pulling transactions from PDF bank statements which I could import into Google Sheets and then use Bkper to import. But maybe with Bkper we could somehow skip a step?
Although, I always have to massage my spreadsheets a bit before I edit them to set the accounts, since it's a lot faster to do bulk edits in Google Sheets. So probably adding a bulk editing of from/to accounts in Bkper would be a better first step before this.