From bank statement to Genya
Four steps. Less line-by-line work.
The repetitive work is prepared first. When you open the batch, the proposals are ready, the uncertain cases are separated and the final decision remains with the firm.
Bring in the bank statement
Upload the CSV or Excel file exported by the bank.
Find the accounts already in use
Clerk prepares proposals using that company’s chart of accounts and the records in Genya.
Look only at what needs a decision
Ready entries and ambiguous movements stay separate, so the review starts in the right place.
Finish the work in Genya
Review the batch, make any corrections and confirm. The final accounting decision stays with the operator.
In everyday work
Time moves back to the exceptions.
Clerk does not change the firm’s role. It reduces the mechanical work that comes before an accounting decision.
Read every line and search for the matching account.
Open a batch in which the repetitive work is already prepared.
Find doubtful movements mixed in with simple entries.
See a short, recognisable queue of cases that need a decision.
Repeat the same choice on recurring movements.
Confirmed corrections help prepare the next batch more accurately.
If your firm uses Genya
Try it on a real bank statement.
Early access starts from your actual chart of accounts and the workflow your firm already knows.
Request early access