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A manual bank account lets you upload PDF or CSV bank statements directly into Ezyiah. Use this when a live bank feed isn’t yet connected, when you have historical statements to process, or when a client prefers not to connect their bank directly.

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Creating the account and uploading a statement

1

Open the Banks tab

Select the client from the sidebar, click Banks, then click Add Manual Bank Account.
2

Name the account

In the Add Bank dialog, enter the bank name, for example “NAB Bank” or “Commonwealth Business Account”. Set the Account Type to Bank or Credit Card, then click Save.
3

Upload your statement

The account opens straight into the upload dialog. Drag and drop your bank statement into the upload area, or click Browse to select it from your computer. Ezyiah accepts PDF and CSV statements from Australian banks, up to 10 files at a time.
PDFs shouldn’t be scanned images. Ezyiah reads the text in the file directly, so a scanned or photographed statement won’t process reliably.
If a CSV isn’t reading correctly, download the Ezyiah Template from the upload dialog and match your statement’s columns to it for guaranteed results.
4

Save the upload

Once your file shows a Ready status, click Save.

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Reconciliation and categorisation

Once you save, Ezyiah reads every transaction from the file, applies GST treatment, and starts reconciling immediately. You can watch progress in the Ezyiah Assistant panel, which lists each stage as it happens: uploading, saving the transactions, reconciling, and completion, along with how many transactions were processed. A success notification also confirms this in the bottom right corner. Once reconciliation completes, the transactions are sorted into Chart of Accounts, split into Income, Expense, and Other Expense (where GST doesn’t apply for BAS), ready for your team to review.