Excel workbook
Bank statement Excel template
Download a blank workbook with Summary, Transactions, and Review Flags sheets for reviewed statement data.
Open resourceFree workflow resources
Templates and checks for review-ready statement data.
These resources support different stages of a bank statement OCR workflow: choosing a spreadsheet structure, documenting CSV fields, checking extracted values, and comparing a completed synthetic example. Each download is blank or fictional and contains no real financial information.
CSV reference
Bank statement CSV format
Use a documented five-column CSV structure and download a blank header file for portable transaction rows.
Open resourceQuality control
OCR review checklist
Print or download a field-by-field checklist for checking pages, dates, descriptions, amounts, balances, and exports.
Open resourceEvidence example
Synthetic OCR sample output
Compare a fictional source statement with verified CSV and Excel outputs, corrections, and visible review flags.
Open resourceUse the download for execution and the guide for context.
The printable checklist is a working quality-control aid. The OCR accuracy guide explains why source comparison, confidence values, balance checks, and visible exceptions matter. Keeping these intents separate makes each page more useful and easier to find.