Dashboard Overview

​

🏠 Home

• Quick access to your recent activities and conversion statistics.
• View summary of your uploaded documents and processed statements.

​

📄 Statements

• Upload, manage, and track all your bank statement conversions.
• View status, download completed files, and manage previous uploads.

​

📧 Mailbox

• Manage your dedicated email inbox for automatic statement parsing.
• View incoming emails and processed statements.

​

🔗 Integrations

• Connect with third-party applications and services to automate workflows.
• Available Integrations:
  • Google Sheets – Automatically export converted data to your Google Sheets.
  • Webhooks – Trigger external applications or services when conversions are completed.

​

⚙️ Settings

• Customize your account preferences and Dashboard settings.
• Enable or disable features and notifications.

​

👤 My Account

• Update your personal information and password.
• Manage linked accounts such as Gmail or other integrations.

​

💳 Plans

• View your current subscription plan.
• Upgrade or downgrade your plan as needed.

​

🧾 Billing & Invoices

• Access billing history and download invoices.
• Manage payment methods and billing details.

​

🔔 Notifications

• Configure email notifications for document conversions and alerts.
• Set thresholds for notifications (e.g., pages exceeded).

​

🔒 Security

• Manage account security settings such as 2FA.
• Monitor login activity and authorized devices.

​

🗝 API Keys

• Generate and manage your API keys for programmatic access.
• Integrate BankStmtConverter into your own applications.

​

🛣 Roadmap

• View upcoming features and product improvements.
• Stay informed about planned updates.

​

📚 Guide

• Access tutorials and documentation to get the most out of BankStmtConverter.
• Learn how to upload, convert, and manage your statements efficiently.

The Dashboard is designed to provide a centralized, easy-to-use interface for all your financial document processing needs.