Statements
Importing and reviewing
Upload statements, receipts, screenshots, or manual entries, then review parsed data before confirming it.
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What happens after I upload a statement?
Clover processes the file, extracts rows, and presents the results so you can check whether the data looks right before confirming it.
What should I do if parsing looks off?
Open the imported file or the review flow, compare the original wording with the parsed rows, and correct anything that looks wrong.
Can I upload another file for the same account?
Yes. You can add more files as needed, especially when you are building a fuller history for one workspace or account.
What file types does Clover support for imports?
Clover supports PDF, CSV, PNG, JPG, JPEG, WEBP, HEIC, and HEIF imports. The exact behavior still depends on the import flow you are using.
How do I review a parsed statement in Clover?
Open the imported file or review queue, compare the parsed rows against the original text, and fix any dates, amounts, or merchant names that do not match.
Why did Clover flag my rows for review?
Clover flags rows when parsing confidence is low or when a row looks like it needs a human check before it should become confirmed data.