Typing in every bank transaction by hand is one of the most common reasons small business owners fall behind on their books. It doesn't have to be that way — illico Book reads your statement directly and does the categorizing for you.
A bank statement file — either a PDF or a CSV — downloaded from your online banking portal. It works with statements from any bank, in any country, since illico Book reads the raw file rather than relying on a direct bank connection.
Log into your bank's website or app and export your statement for the period you want to import — most banks offer this as a PDF or CSV download option in their statements or transactions section.
From your dashboard, go to the import section and select your file. It's read entirely in your browser — the raw file is never sent to illico Book's servers, so your original document stays on your device.
illico Book extracts each transaction — date, amount, and description — and suggests a category for it automatically based on the description. This is where you get a chance to double-check before anything is saved.
Once you've reviewed the list, approve the import. Every transaction lands in your dashboard, already categorized, ready to show up in your reports and tax estimates.
What used to take an afternoon of manual data entry now takes about two minutes. Import your statement, review the categories, and get back to running your business.
Ready to import your first statement?
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