Create a statement

Create a new statement by uploading an official PDF bank statement or CSV file. The server will create a job that processes the following steps:

1. verify-credentials: Verify the file, validate the layout, and attempt to parse the statement.
2. retrieve-accounts: Retrieve the list of accounts and their details (account number, name, balances).
3. retrieve-transactions: Fetch the transactions for each account.

The status of each step can be checked by querying the Retrieve a job.

Note that this function is not supported in sandbox environments (AU00000).

For CSV file format specifications, please contact our support team.

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Note that the time it takes to complete the processes above will vary depending on the volume of data along with the complexity of the bank statement. As a rough guide this entire process could take anywhere between 10 - 30 secs. Upload multiple statements in parallel to provide the best user experience