You can upload a batch of statements together, for example 12 months for one client. A batch can hold up to 100 files and 1,000 pages. For more, split the files into several batches. Your plan still needs enough pages for the whole batch.
For a batch, PDFDrill:
- groups statements by account, so you review each account separately;
- runs the balance check on every statement;
- checks continuity: each statement's closing balance should match the next statement's opening balance. If they don't match, PDFDrill flags a possible missing statement;
- handles duplicates: when two statements overlap, the repeated transactions are labelled Duplicate. They stay visible in the review list, so you can see them, but they're left out of your exports so nothing is counted twice.
A batch shows totals at the top: merged transactions, duplicates removed from the ledger, flagged rows, failed statements and edits made.
