Changelog

• New Two-Factor Authentication: Optional TOTP-based 2FA with authenticator app support, recovery codes, and lockout protection
• New Cash Deposits Analyzer: Identify cash credit transactions across bank statements
• New Post: "Two-Factor Authentication Is Now Available" - how to set up 2FA on your account
• New Post: "How to Set Up Organisations" - guide to team accounts, invites, and pooled usage
• Improved Admin Security: Hardened impersonation with single-use database tokens replacing raw session IDs
• Improved Stripe Billing: Payment links now collect billing address and tax ID
• Fixed Decision Engine: Show proper sales message instead of generic error when no ruleset found

• New Multi-File Analysis Downloads: Download Excel and PDF analysis reports across multiple files with gap detection
• New Admin Impersonation: View analysis page as any user from organisation admin
• New Analyzer Help Modals: In-app help text for all analyzers explaining what each one does
• New File Selection Filtering: Choose specific files to include in analysis
• Improved Balance Reconciliation: Handle both chronological orderings, raised threshold, added amber warnings for partial matches
• Improved PDF Reports: Fixed dark-mode text, updated report naming and cover layout
• Fixed HSBC Parsing: Fixed credit/debit column swap with automatic model switching
• Fixed Header Cropping: Fixed header strip crop leaking first transaction into composited pages
• Fixed Analysis Page: Fixed "Failed to load files" caused by missing script include

• New Organisations: Team accounts with invite-based onboarding, role-based access (owner/admin/member), and pooled usage
• New ExactSum Brand: Dedicated ExactSum branding with logo, favicon, and branded registration
• New Decision Engine: Organisation-level decision engine with configurable underwriting rules
• New Per-Org Analyzers: Owner-configurable analyzer list per organisation
• New Organisation Admin: Dedicated admin detail page with member usage stats and reconciliation tracking
• Improved Invite System: Token-based email invites with 45-day expiry, revoke, and re-invite
• Fixed Org Quotas: Fixed org quota not applying for admin-created organisations
• Fixed Analysis Export: Fixed XLSX corruption and added All Transactions tab

• New Post: "382 Pages, 3,730 Transactions: Our Biggest Statement Yet" - how we handled a record-breaking upload
• New Admin: Click any user email to view all their processed documents
• Fixed Admin: Document pagination no longer shows empty pages

• New Post: "Convert Santander Bank Statements" - marketing noise, fee tables, missing balances, ordinal dates
• New Post: "Convert Chase Bank Statements" - separate credit/debit sections, no running balances, blank pages
• New Post: "Convert Bank of America Statements" - two-column summaries, ambiguous amounts, embedded dispute forms
• New Post: "Convert Wells Fargo Bank Statements" - empty first page, daily balances, totals rows
• New Post: "Convert Airwallex Statements" - multi-currency sections, currency suffixes, variable statement periods
• New Post: "Convert First Capital Bank of Texas Statements" - community bank quirks, fragmented transaction sections

• New API: Public REST API for programmatic bank statement conversion
• New API Keys: Generate and manage API keys from your Settings page
• New API Docs: Full documentation with examples and Postman collection
• New Help Centre: New dedicated help section with guides and tutorials
• New Guide: "How to Upgrade or Downgrade Your Plan" - manage your subscription via Stripe billing portal

• New Blog: Launched UK Bank Statements Blog with behind-the-scenes content
• New Post: "Why I Created UK Statement Converter" - the ExactSum origin story
• New Post: "Convert HSBC Bank Statements" - mainframe-era PDFs, the D suffix, and missing running balances
• New Post: "Convert Starling Bank Statements" - landscape mode, disappearing headers, and document context
• New Post: "Parsing Revolut Bank Statements" - multi-currency PDFs, reverse chronological order
• New Post: "Convert Barclays Bank Statements" - missing years, disappearing dates, balance rows

• New Use Case Pages: Dedicated landing pages for Accountants, Bookkeepers, Lenders, Self Assessment, and Small Business
• New Affiliate Programme: Earn recurring commission by referring customers
• New Support Page: Centralised help and contact information
• New Alternatives Page: Compare UK Statement Converter with other tools

• New Live Payments: Stripe integration now in live mode - accept real payments
• New Billing Portal: Manage your subscription, update payment method, or cancel anytime
• Improved Usage Tracking: Page counter now resets with your billing cycle, not calendar month
• Improved Plan Changes: Upgrades take effect immediately, downgrades at end of billing period
• Improved Email Notifications: Receipts, renewal reminders, and failed payment alerts

• New Email/Password Login: Create an account with email and password, no Google required
• New Referral Program: Invite friends and earn bonus credits when they sign up
• New Bank-specific Sites: Dedicated domains for Barclays, HSBC, Lloyds, NatWest, and Santander statements
• New Stripe Billing: Subscribe to Professional, Business, or Enterprise plans
• New OG Images: Better social sharing previews when sharing links
• Improved Plan Limits: Aligned quotas with pricing page, added Enterprise tier
• Fixed Quota Display: Index page now shows correct page limits
• Fixed Toast Notifications: Moved to top center for better visibility

UK Statement Converter is Live!

We're excited to launch UK Statement Converter, the fastest way to convert UK bank statement PDFs to Excel and CSV formats.

• New Multi-bank support: Barclays, HSBC, Lloyds, NatWest, Santander, Monzo, Starling, and more
• New Excel & CSV export: Download in your preferred format
• New Batch processing: Upload multiple statements at once
• New Auto-categorisation: Transactions automatically categorised
• New Secure processing: Files deleted within 24 hours
• New Free tier: 3 free pages per day for registered users