banktrail
The banktrail walkthrough

From bank statements
to supporting evidence.

See the workflow in 39 seconds. This animation uses an illustrative workspace and has no audio.

What the video shows

  1. Import bank statements. Source files arrive in the workspace and become ledger rows.
  2. Identify evidence gaps. The ledger keeps missing evidence visible for review.
  3. Attach supporting documents. Invoices, cheque images, and other records are linked to transactions.
  4. Open the full trail. An annotated transaction opens with its supporting documents.
  5. Ask your agent. A terminal conversation reviews the ledger and retrieves transaction evidence.

An annotation records evidence and its source. A match still needs review before it supports a business conclusion.

Explore the worked example