Do we have to send advices/statements in PDF format every day/week/month?


Canopy
Last Updated: 1 year ago

Canopy can take data in any format (and prefer data feeds because their processing can be automated).

However since most banks in the region do not have capabilities to provide electronic data, the bulk of Canopy's data (~80%) comes in a monthly PDF statement. 

Canopy handle most of the statement formats that you would typically see (currently about 120 formats from 50 banks).

Canopy also have a spreadsheet format and you can send us your intra-month transactions in that format and we will be able to process them seamlessly.


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