Some banks only provide monthly statements as scanned PDFs or image files, which means there is no CSV or exportable data to work with. This makes payout reconciliation and matching deposits to Shopify’s reports much more manual and time consuming.
I am curious how other merchants are handling this. Do you manually match deposits, use an OCR tool, enter summaries, or rely on accounting software to handle the differences?
I am not here to promote anything. I am simply looking to learn what workflows others are using when their bank statements are not exportable.