Qentigo workspace
From bank statements to reconciled books.
Upload original digital bank and credit-card statements. Qentigo detects the institution, extracts transactions, reconciles the statement, flags exceptions and prepares accounting-ready exports.
Reconciliation-firstReview by exceptionAudit-ready workflow
Client
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Current workspace
Statement batch
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Current processing run
Processing status
Ready
Live from the processing engine
Reconciliation
Pending
Must reconcile before approval
Client workspace
Select an existing client or create a new one.
Select client
All statement batches stay separated by client.
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Loading client workspace…
New client
Create a workspace before uploading statements.
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New statement batch
Upload one or multiple original digital PDFs for the selected client.
Upload statements
Chequing and credit-card PDFs can be uploaded together. Scanned/image-only PDFs remain blocked during the pilot.
02
Check statement continuity before uploading.
For each account, include every consecutive statement period you want reconciled. Check the start and end dates and upload any missing periods. A gap leaves the full account history incomplete, even if the statements you do upload reconcile individually. Keep different clients in separate batches and use original digital PDFs.
For each account, include every consecutive statement period you want reconciled. Check the start and end dates and upload any missing periods. A gap leaves the full account history incomplete, even if the statements you do upload reconcile individually. Keep different clients in separate batches and use original digital PDFs.
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Choose statement PDFs
Original digital PDFs with selectable text. Multiple files supported.
No files uploaded yet.
Processing status
Statement reconciliation and the next required action.
03
Ready to process.
Only reconciled statements are ready for accounting export. Incomplete batches remain under review.
Client & account control
Live account-level view: client → account → statements → reconciliation → continuity.
Process a statement batch to see account-level controls.
Continuity exceptions
Only inter-statement continuity or period issues are listed here.
- No processed batch yet.
Review center
Focus on exceptions and documents requiring action.
04
Files requiring attention
Blocked files, scan warnings and processing exceptions.
The PDF must independently reconcile and cover every saved partial row for this account. Original evidence is retained. No new batch, task or charge is created by this upload; the existing retry and plan limits remain.
No blocked files.
Review learning
Teach Qentigo from accountant-approved corrections, including new manual categories. Private approved decisions stay with this client. With your consent, safe generalized merchant patterns become shared suggestions for every Qentigo customer. Suggestions always require review.
Review the file first, enter or correct the Approved Category, mark Apply, then upload the corrected version. Future matching transactions for this client can reuse those accountant-approved categories.
Select a client or active batch.
Accounting exports
Download outputs after processing and review.
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Available downloads
Download the accounting deliverables in one ZIP, or download them individually.
No exports yet.
System messages
Warnings, incompatibilities and processing errors are shown here.
Qentigo pilot staging · Statement-App accounting engine protected · original digital PDFs only