Frequently Asked Questions

Quickly Find Answers About KONVVER

Explore answers to common questions about our tool, file processing, and financial report generation.

  1. What does Konvver do?

    Konvver generates the reports called: Inflows & Outflows, Profit & Loss, Balance Sheet and Cash Flow Statements, for a determined period, such as: from January 1, 2020 until December 31, 2020; taking as its base the bank transactions on a CSV format.

  2. Konvver is safe and secure?

    The system Konvver operates under a strict policy of privacy which does not share, utilize, sell, or divulge the data or information obtained by its users. Konvver is absolutely “ANONYMOUS” and the developer has taken care to abide by the highest standards of security and integrity.

  3. Who can use Konvver?

    Generally, Konvver can be used by tax professionals, small business owners, and/or those who need to monitor bank transactions within a determined period.

  4. What are the benefits of using Konvver?

    Konvver saves time in obtaining reports, eliminating the tedious job of data entry, with which disappears all the paperwork that is implied with archiving bank statements, checks, receipts, etc.

    The benefits of utilizing Konvver are diverse, tax professionals can easily obtain the values for calculating sales tax, income tax, and advise clients on opportune decisions and projections. Similarly, small business owners and sole proprietors can rely on accurate financial information delivered in a timely manner. Konvver provides reports compatible with other accounting systems (ex. Quickbooks).

  5. What type of files are used?

    Konvver uses the following formats: Spreadsheet, Excel, CSV, Comma Delimited, ASCII Spreadsheet, etc.

  6. What is a csv, spreadsheet, excel, comma delimited, ascii spreadsheet file?

    A CSV file (comma separated values) is a text file that has a specific format that allows data to be saved in a structured table.

  7. How do I obtain a CSV, spreadsheet, Excel, comma-delimited, or ASCII spreadsheet file from my bank?"

    We have created tutorial videos to guide you in obtaining a CSV file from your bank. Click on the links below to access video tutorials for the following banks: Chase, Bank of America, Wells Fargo, Citibank, and TD Bank."

  8. What do I do if my bank does not offer a csv file?

    Konvver can offer this service, starting with the bank statements in PDF format. Email us to info@konvver.com for more details and costs.

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