video1.0<iframe src="https://www.loom.com/embed/910318026e6347b5b41fc6e68fc1912f" frameborder="0" width="1728" height="1296" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>12961728Loomhttps://www.loom.com12961728https://cdn.loom.com/sessions/thumbnails/910318026e6347b5b41fc6e68fc1912f-00001.gif92.96Hi there! In this Loom, I'll show you how to upload a PDF to our system. First, add the company by entering the unique ID and legal name. If you're uploading via API, we can extract the company name from the statement. Then, click on transactions, select PDF, and either choose the file or drag it in. Click upload and wait for the transactions to load. We'll check that the starting and ending balance matches the sum of the credits and debits to ensure it's reconciled. If we detect any edits, we'll let you know and provide reasons. If you have any questions, feel free to reach out to me.