How to prepare your documents
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1. Sort by vendor
Separate your papers into stacks — one per bank or company
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2. Order by date
Put each stack in date order, oldest first. Page order matters too
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3. Scan and upload
Scan each stack as one PDF. Add a stack below for each vendor
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Outlier pages that don't match the declared vendor will be flagged for your review — Libby won't guess.
Bookie says: The more information you give me about each stack, the better I can catch mistakes before they happen. Date ranges and page counts are optional — but they're my secret weapon for spotting when something's off!
Libby is analysing your stacks…
Loading your PDFs…
Starting…
- Loading your PDFs
- Identifying statement boundaries
- Cross-checking vendors
- Scoring stack health
- Building file names
- Preparing your files
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Here's what Libby found
Review the health scores below before processing.
🎉
All done! Your books are looking lovely.
Statements found and sorted.
Oops, that one was tricky!
Something went wrong processing your PDF. Try a different file or check that it's a valid statement.