New Deposit Entry
Flags
Import Bank File
Drop your bank export here
or browse to select · CSV accepted
Import Preview
| # | Date | Amount | Sender | Raw Description | Note |
|---|
Click any row to edit
| Date | Amount | Bank | Sender | Case | Status | Match | Flags |
|---|---|---|---|---|---|---|---|
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🔍 Deposits here have no case ID assigned or were manually marked as needing research. Click any row to open the edit drawer and assign a case.
Click any row to assign a case
| Date | Amount | Bank | Sender | Raw Description | Notes | Flags |
|---|---|---|---|---|---|---|
| Loading... | ||||||
🔒 Demo case list for testing AI matching. In production, cases will sync from the SeedTrust platform.