Batch Mode (Pro)

When to use batch

• Monthly reconciliation for multiple accounts.
• Import repair across multiple client statements.
• Standardized mapping and split rules for a firm.

Steps

1. Enable Pro.
2. Select 2+ input files.
3. Run Batch.
4. Review per-file issues and export reports.

Troubleshooting

• If batch is disabled: enable Pro and ensure multiple files are selected.
• If a file fails parsing: export the raw text and run single-file conversion to isolate the issue.