Upload & Review

This guide covers importing bank statements into Kraal and reviewing the extracted transactions.

Uploading a statement

Supported formats

Format	Notes
PDF	Bank-generated PDFs work best. Scanned documents may have lower accuracy.
CSV	Standard bank export CSV files. Column mapping is handled automatically.

Upload steps

1. Navigate to Transactions in the left sidebar.
2. Select the client you're working with.
3. Click Upload Statement.
4. Choose your PDF or CSV file from your computer.
5. Kraal processes the file and extracts transactions.

TIP

For PDF uploads, use statements downloaded directly from your bank's online portal. These contain structured text that Kraal can extract with high accuracy.

Reviewing transactions

After upload, Kraal presents the extracted transactions in a review interface.

Transaction details

Each transaction shows:

• Date — The transaction date from the statement
• Description — The payee or transaction description
• Amount — Debit or credit amount
• Suggested category — AI-recommended account from your chart of accounts
• Confidence — How confident the AI is in its suggestion

Review actions

For each transaction, you can:

• Approve — Accept the suggested category as-is.
• Re-categorize — Select a different account from the chart of accounts.
• Map vendor — Create a permanent mapping between this vendor name and an account. Future transactions from the same vendor will be auto-categorized.
• Flag for review — Mark a transaction for later review by a supervisor.

Vendor mapping

Vendor mapping is one of Kraal's most powerful features. When you map a vendor:

• The mapping is saved at the client level.
• All future transactions matching that vendor name are automatically categorized.
• Over time, the number of manual reviews decreases as more vendors are mapped.

INFO

Vendor names are matched using fuzzy logic, so minor variations in how a bank describes the same payee will still match your mapping.

Bulk actions

For large statement uploads, you can:

• Approve all — Accept all AI suggestions at once (useful when confidence is high across the board).
• Filter by status — Show only uncategorized or flagged transactions.
• Sort — Order by date, amount, or category.

Next steps

Once all transactions are reviewed and approved, proceed to Export them to your accounting system.