BANKVERTO · CA Workspace
CA Workspace & Bank Statement Tools for Chartered Accountants
A dedicated workspace for chartered accountants, bookkeepers and accounting practices working with client bank statements. Keep records in the correct client context from upload through transaction review and export.
Keep each client's work together
Choose the right practice workspace and client before uploading. Keep statement periods organised and review one client at a time. Client and workspace limits depend on the subscription assigned to that workspace.
Review the evidence behind transaction rows
Compare dates, amounts, debit and credit direction and the original narration. Review uncertain rows before using records for reconciliation or bookkeeping. Conversion supports professional judgement; it does not certify the records or file a tax return.
Prepare accounting exports
Export reviewed transactions in formats included in your plan. Check the destination application's required columns and date formats before import. Excel and CSV downloads are manual exports, rather than direct QuickBooks or Xero integrations.