Banking | Eleven Software for Accounting Firms

In this guide

Importing Bank Statement from a PDF File

Go to Documents > Supporting Documents > Bank Statement.
Upload a bank statement from your bank by clicking the Upload button.
Once the status changes to Ready, go to Banking > Bank Documents.
Select the bank account you want the document to import to.
Click on the document you want to review.
Click on view document to preview the document.
*Note: The data is extracted by AI, make sure to always verify and check before importing the data.
You can edit the bank statement lines or add transactions.
Once ready, click mark as reviewed to import them as bank statement lines to be reconciled.

Go to Bank Statements under the Banking tab.
Select a bank account from the drop down under the title.
*Note: Make sure that at least 1 bank account is created for your company, if not, you can create that under chart of account.
Upload a bank statement from your bank by clicking the Upload Bank Statement button.
*Note: Currently, Eleven supports only a specific format of bank statement. Please find the csv template here: https://docs.google.com/spreadsheets/d/18WQ7wWPAZYUqvL6dcwVKzX3O2EYrIF7q/edit?usp=sharing&ouid=106365618438781156314&rtpof=true&sd=true
On this page, to the right, please click the Import CSV button
Download the template and then complete your own CSV.
Import the CSV using the same interface.
In case there are errors, we'll generate an error report. You can download the report and fix the errors in your import CSV file. To fix the errors, please refer to this document.

Go to Bank Statements under the Banking tab.
Under the actions menu, click on Import from Bank Feed.
Select the bank account from the charts of account you want the bank feed to be imported to.
Select the bank feed to import.
You can choose to import all available transactions or select a date range.
Note: If you import all available transactions more than once, you might import duplicate transactions.

Article Information

Written by: Eleven Support Team
Reviewed by: Noe Saglio, CPA
Last Updated: November 12, 2025