Cross-border finance automation
Rebuild multi-platform PDF statements into one workbook
Extract transaction rows, classify sales, fees, refunds and disputes, apply your accounting exchange rates, then export clean Excel or CSV files.
User guide
How to use E-commerce Statement Reconciliation
Parse transaction-like rows from payment statements and export structured Excel or CSV data.
- 1
Upload PayPal, Stripe, Shopify, or similar PDF statements.
- 2
Select the statement profile and currency settings.
- 3
Review parsed dates, IDs, gross amounts, fees, refunds, and disputes.
- 4
Correct uncertain rows and export XLSX or CSV.
Best for
- Monthly payment reconciliation
- Fee and refund analysis
Important limitation
Statement layouts change and exchange rates are not fetched automatically; verify parsed numbers against the original before accounting use.
Frequently asked questions
Does it calculate live exchange rates?
No. Provide your approved accounting rate or keep original currencies.
Can scans be parsed?
Scanned statements require OCR before transaction parsing.
PDFPerch processes files locally unless this guide explicitly identifies a cloud-dependent feature. Always keep an original copy and verify critical output before submission, printing, signing, or accounting use.