Frequently Asked Questions
Quickly Find Answers About KONVVER
Explore answers to common questions about our tool, file processing, and financial report generation.
- What does Konvver do?
Konvver processes transactions from bank statements in CSV format and generates essential financial reports for tax preparation, such as cash flow, profit and loss, balance sheet, among others. Additionally, the results can be downloaded in QBW format compatible with QuickBooks.
- Konvver is safe and secure?
The Konvver system operates under strict security, privacy, and confidentiality policies. Therefore, it does not share, use, sell, or disclose the data or information provided by its users.
- Who can use Konvver?
Konvver is designed for tax preparers, accountants, and financial professionals looking to optimize their work.
- What are the benefits of using Konvver?
- Saves time by automating report generation.
- Reduces manual errors.
- Simplifies tax preparation.
- Provides security and accuracy in data handling.
- What type of files are used?
Konvver uses the following formats: Spreadsheet, Excel, CSV, Comma Delimited, ASCII Spreadsheet, etc.
- 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.
- 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.
