Estate administration, audits, probate, catch-up bookkeeping for a closed account — sooner or later the source material is a stack of paper from before online banking existed.
The workflow
- Scan or photograph each statement — flat, well-lit, all corners in frame. A phone photo works; a flatbed scan works better.
- Upload the images or scanned PDFs. They convert through OCR at one page of allowance per page, like any other statement.
- Trust the balance check, not the OCR. Every conversion — however old the layout — is reconciled against the statement's own printed opening and closing balances. A misread digit on rough paper surfaces as a flagged mismatch, never as silently wrong data.
Old layouts are fine
NoRekey reads each statement's own layout rather than matching templates, so a 1998 statement from a bank that no longer exists converts on the same terms as a fresh PDF. Merged and renamed banks (Truist's BB&T/SunTrust history, Virgin Money's Clydesdale era, FAB's NBAD legacy) are everyday material.
Practical tips
- Convert in date order and import oldest-first, so running history builds cleanly.
- One statement at a time isn't necessary — batch upload converts a whole shoebox in parallel, each statement independently verified.
- If a page is too rough to read reliably, the honest answer is a flagged conversion — re-scan that page rather than accepting a guess.