How to Use ConvTable to Parse Statements
Complete guide from registration to data export
Register Account
After registration, you can enjoy quota management, history records, and other complete features.
Visit Registration Page
Click the "Sign Up" button in the top right corner, or visit /signup
Fill in Registration Information
- • Email address (for login and notifications)
- • Password (at least 8 characters)
- • Confirm password
Or sign up with your Google account
Verify Email
Click the link in the confirmation email to activate your account (some emails may be in spam folder)
Prepare Statement
Supported Document Types
Bank Statements
- • Supports most mainstream bank statements
Exchange Statements
- • Supports statements from Binance, OKX, Coinbase and other major exchanges
File Requirements
PDF Format
Only PDF files are supported, not images or scanned documents
Contains Text Content
PDF must have selectable text, not pure image scans
File Size Limits
Based on subscription: Free 3MB, Starter 10MB, Pro 50MB
Important Notes
- • Ensure PDF is original electronic version, not printed and scanned
- • If encrypted PDF, please remove password protection first
- • Recommend uploading single-month statements for better accuracy
Upload & Parse
Steps
Upload File
Visit main page, two ways to upload:
- • Drag and drop PDF file to upload area
- • Click upload area to select file
Start Parsing
After file upload, click "Start Parsing" button. System will automatically check quota and start processing.
Wait for Processing
Parsing usually takes 10-30 seconds, depending on file size and complexity
• Uploading: Uploading file to server
• Parsing: AI is extracting transaction records
• Completed: Parsing successful, can view results, system will auto-delete original file
View Results
After parsing completes, transaction records will automatically display below, including:
- • Document type and confidence
- • Account information (account name, number, currency, etc.)
- • Transaction details table
- • Summary information (opening balance, closing balance, total income/expenses, etc.)
Download Results
After parsing, you can export data as CSV or Excel format for further analysis.
Export CSV
- • Click "Export CSV" button at top right of data table
- • File downloads automatically, can be opened with Excel, Numbers, etc.
- • Supported by all subscription tiers
Export Excel
- • Click "Export Excel" button at top right of data table
- • Generates standard .xlsx format file
- • Includes formatting and styles for easier reading
- • Starter tier and above
Export Content
Export file contains all transaction details and summary information, identical to table display
View History
All parse records for logged-in users are automatically saved for easy reference and tracking.
Visit History Page
Click "History" in top navigation, or visit /app/history
View Records
History page shows parse records from last 3 months, including:
- • Filename and document type
- • Parse time
- • File size
- • Number of transactions extracted
Pagination
Shows 50 records per page, supports pagination for more history
Statistics
Top of page shows your usage statistics:
Total parse count
XX
Transactions extracted
XX
Monthly quota
X / XX
Subscription Plans
We offer multiple subscription plans to meet different usage needs. Visit subscription management to upgrade anytime.
Free
- 5 parses per month
- Max 3MB file
- Export CSV
Starter
- 50 parses per month
- Max 10MB file
- Export CSV / Excel
Professional
- 200 parses per month
- Max 50MB file
- Export CSV / Excel
- Priority support
Enterprise
- Unlimited parses
- Max 100MB file
- Dedicated account manager
How to Upgrade
Visit Subscription Page
Click "Subscription" in top navigation, or visit /app/subscription
Choose Plan
Browse feature comparison and select the plan that suits you
Complete Payment
Click "Subscribe Now" and complete payment through Stripe secure payment platform
Instant Activation
After successful payment, new quota and features activate immediately