Documentation · Money
Bank statements
Upload a PDF statement from your bank and Directee reads it, pulls out every transaction, and checks each deposit against the income and Stripe payouts it already knows about. It’s a fast way to confirm that what actually hit your account matches what Directee has on record.
Upload a statement
Directee accepts one file type: a PDF export of your statement, up to 10MB. You can add the bank name, last four digits of the account, and the statement period yourself, or leave those blank — Directee fills in what it can once the statement is processed.
- In the left navigation, open Finance → Bank Statements.
- Click Upload Statement.
- Drop in your PDF.
- Optionally fill in Bank Name, Account (Last 4), and the statement period.
- Save. Directee starts reading the statement right away — you don’t need to click anything else.
Statuses while it processes
A statement moves through four statuses, shown as a badge in the list: Pending (uploaded, not yet read), Processing (Directee is working through it), Completed (transactions extracted and checked against your records), and Failed (something went wrong).
If a statement fails, open it and check the error, then use the Process button to try again — it appears on any statement that’s Pending or Failed.
If a statement fails right away, it’s often because the PDF is a scanned image rather than text — Directee can only read text it can extract from the file. Exporting the statement directly from your bank’s online portal usually fixes it.
Review transactions and matching
Once a statement is Completed, click Transactions to see everything Directee found — date, description, amount, and whether it’s a credit (deposit) or debit (withdrawal).
Deposits are matched automatically against your income records and Stripe payouts. The Match column shows how a match was made: Exact Match, Date Range, Fuzzy Match, or AI Match. A deposit with no match badge is still unmatched.
Withdrawals aren’t matched automatically. If one corresponds to an expense you’ve already logged, click Match on that row, choose the expense, and save — it’s recorded as a Manual match.
- Open the statement and click Transactions.
- Toggle Unmatched Only, or filter by Credits/Debits, to focus on what still needs attention.
- For an unmatched withdrawal, click Match, choose the matching expense, and save.
Check the match rate
Once a statement is Completed, its detail page shows a summary: total transactions found, how many are matched, and the match rate as a percentage. It’s a quick way to see whether a statement needs manual review or is already reconciled.