> ## Documentation Index
> Fetch the complete documentation index at: https://www.aiaccountant.com/help/llms.txt
> Use this file to discover all available pages before exploring further.

# Upload a bank statement

> Upload a statement for a bank or credit card ledger and let AI Accountant extract and categorise the transactions.

## Before you begin

Your company should already be synced, so masters, ledgers, and open bills and invoices are available. The matching engine uses those open bills and invoices to reconcile payments and receipts for you.

## Two ways in

| Route                   | Where                                                          |
| ----------------------- | -------------------------------------------------------------- |
| For any ledger          | **Upload Statement** at the top right of the Banking page.     |
| For one specific ledger | The upload icon in the **Action** column on that ledger's row. |

Starting from the ledger row sets the ledger for you.

## Fill in the panel

1. Confirm the **Ledger**.
2. Set the **Account Type**: Bank or Credit Card.
3. Pick the **Bank Name** from the dropdown.
4. Drop your statement file into the panel, or click browse.

Extraction then runs. AI Accountant reads the statement, categorises each transaction, and matches it against your open bills. This can take a few minutes.

## Check the status

Under **Statements** in the same panel, every file you have uploaded is listed with its status and the period it covers. A green **Extracted** tag means the transactions are in.

Close the panel. On the Banking page, the **Unreconciled** count on that ledger's row updates with the number of transactions extracted.

## What the AI does during extraction

| Extracted                                  | Predicted                                                                                  |
| ------------------------------------------ | ------------------------------------------------------------------------------------------ |
| Date, description, amount, credit or debit | Voucher type: Payment, Receipt, Contra, or a custom voucher type learned from your history |
|                                            | The ledger each entry should hit                                                           |
|                                            | The open bill or invoice the payment or receipt settles, where one exists                  |

Every prediction is a starting point. You verify it in **Needs Review** before anything moves on.