Backlogs by client
Keep source periods and converted files easy to distinguish.
For accountants and bookkeepers
Spend less time
retyping client statements.
Convert PDF backlogs into consistent CSV files, review the rows, and move on to coding and reconciliation.
Pay as you go · repeatable workflow · built by Bluubin
Client statement queue3 ready
01Lerato TradingFNB · Jul 2026Ready42 rows
02Karoo WorkshopAbsa · Q2 2026Review118 rows
03North Coast FoodsNedbank · Jun 2026Queued8 pages
Concept practice queueReady for the next accounting step
01The recurring problem
The client sent PDFs again. The books still need rows.
Historical periods, late records, and one-off clients often sit outside the bank-feed window. ReconReady gives that backlog a structured starting point without replacing the ledger.
Consistent rows
Move from document pages to dates, descriptions, and amounts.
Practice repeatability
Use the same three-step handoff when the next client sends PDFs.
No system switch
Continue in the accounting or spreadsheet workflow you already use.
02A cleaner practice handoff
Client_2023_Backlog.pdf6 pages · processedReady
DateDescriptionAmount
03 JULCLIENT PAYMENT+ 18 240.00
04 JULSOFTWARE SUBSCRIPTION− 1 429.00
06 JULEFT · OFFICE SUPPLIES− 786.40
08 JULMONTHLY SERVICE FEE− 125.00
43 rows found
01
Upload the source
Use the client’s original bank PDF and keep the statement period visible.
02
Review the exceptions
Check unclear dates, descriptions, signs, and balances against the page.
03
Export with context
Name the CSV clearly and continue with coding, import, or reconciliation.
03What the practice needs
Useful controls before “team features.”
The research points to a practical priority order: reliable local layouts, visible review, clear failures, batch organisation, and verified exports. Team access and API functionality should follow evidence of repeat demand.
- Review source and extracted rows before export
- See the page count and failed-page handling clearly
- Buy larger balances without taking a monthly plan
- Use bank- and workflow-specific guidance
- Claim batch, team, API, or direct-import features before they exist
04Volume without lock-in
Buy for the backlog you can see.
A 500-page or 1,000-page balance supports higher-volume periods without forcing the practice into another monthly platform fee.
100
Bookkeeper
R1.49
500
Practice
R1.10
1,000
Bureau
R1.00
∞
Subscription
Not required
05Destination guidance
Prepare the file for where it goes next.
A generic CSV and a validated import preset are not the same thing. Use the workflow guides to check columns, date formats, signs, and file requirements before importing.
10 pages / free trial
Try it with one client statement.
Start with ten pages free, review the rows, and decide whether it belongs in the practice workflow.