August 19, 2024
4 min read
When bank statement formats change or new accounts are added, configuring format profiles for import is a manual, technical process. Finance teams often wait for administrator help to update import configurations.
We simplified format profile management with a guided setup process that helps finance users configure import mappings without deep technical knowledge, and automated common configuration scenarios.
A wizard-style interface walks users through format profile setup, suggesting field mappings based on file samples. Common bank formats have pre-built templates that can be applied with minimal customization.
Faster setup of new bank import formats
Reduced dependency on technical resources
Pre-built templates for common banks
Easier troubleshooting of import issues
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