Blog
Reconciliation algorithms, layout-drift war stories, and the boring spreadsheet decisions that make accountants happy. Written by the people building Balancely.
CIBC statement to Excel: PDF to reconciled workbook in 60 seconds
Convert CIBC Aventura, Dividend, Costco, Tim Hortons Double Double, and CIBC business PDF statements into reconciled Excel workbooks, CSV, or QuickBooks (.qbo).
Canadian Tire Mastercard to Excel: convert Triangle / Gas Advantage PDFs
Convert Canadian Tire Bank statements (Triangle World Elite, Gas Advantage, Cash Advantage Mastercard) into reconciled Excel, CSV, or QuickBooks (.qbo) files.
RBC statement to Excel: convert any Royal Bank PDF in 60 seconds
How to convert an RBC credit-card or chequing PDF statement into a reconciled Excel workbook, CSV, or QuickBooks (.qbo) file. No regex templates, no manual cleanup.
TD Canada Trust statement to Excel: PDF to reconciled workbook
Convert TD credit-card, chequing, and business statements to Excel, CSV, or QuickBooks (.qbo) with reconciliation to the cent. Built for Canadian TD layouts.
Scotiabank statement to Excel: reconcile any Scotia PDF in a minute
Convert Scotiabank Gold AmEx, Passport Visa, Momentum, Scene+ and Scotia chequing PDFs into reconciled Excel workbooks, CSV, or QuickBooks (.qbo) format.
The three-sheet workbook every accountant secretly wants
Summary, transactions, vendors, categories. What goes where, why the shape never changes, and how to plug Balancely output into QuickBooks or Excel pivot tables.
Why we replaced 6 hand-coded bank parsers with one AI
Brittle regex, layout drift, and the day Statement AI ate the per-bank template parsers. Why one parser scales better than six.
How we reconcile every credit-card statement to the cent
The 2¢ tolerance, what we check, and why your accountant cares. A look at how Balancely verifies every Canadian PDF statement balances before you download it.
Drop a statement on your dashboard and you'll have a workbook before this page finishes loading.