Statement imports
Bring supported PDF or CSV statements into eScripts instead of manually retyping every transaction.
Built for South Africa
Bank statement & expense tracking
Turn bank statements into organised, reviewed financial records
Upload supported PDF or CSV bank statements, review each transaction and decide what becomes income, an expense or an ignored personal item. eScripts keeps the source record visible so you stay in control of the classification.
eScripts
South Africa-first financial record workspace
Import supported PDF and CSV bank statements
Review transaction suggestions before anything is saved
Separate income, expenses and ignored personal transactions
Move confirmed business records into reporting and Financials workflows
eScripts helps you organise and review your own records. Tax estimates, automated suggestions and document extraction remain subject to your review.
What you can do
Keep the work organised before it becomes year-end pressure.
Review before save
Imported lines remain proposals until you review what they mean and decide whether they belong in your records.
Income tracking
Identify business, freelance or other income transactions and keep them organised with your wider financial records.
Expense tracking
Classify relevant spending and keep receipt or document evidence in the same tax-year workspace.
Business reporting path
Confirmed business activity can feed the records used for dashboards, core reports and full Financials workflows.
Source traceability
Keep a clearer link between an imported bank line, your classification and the supporting records used to explain it.
Why eScripts does not blindly classify your bank account
A bank statement shows money moving, but it does not always explain the tax or business meaning of that transaction. The same merchant can represent business spending in one situation and personal spending in another.
eScripts therefore treats imported statement lines as records for review. You decide whether a line becomes income, an expense or is ignored, rather than allowing an automated import to make that decision for you.
- Imported lines remain reviewable
- You confirm income or expense treatment
- Personal items can be ignored
- Automated suggestions do not create a tax deduction by themselves
Keep statement transactions and receipts in the same workflow
Expense tracking becomes more useful when the transaction and the supporting document can be reviewed together. eScripts combines bank statement imports with receipt scanning and the Document Centre so you can keep the evidence behind a transaction easier to find.
That is useful for individual tax records, commission earners, freelancers and small businesses that want a cleaner trail before handing records to a practitioner or accountant.
- Bank transaction imported from a supported statement
- Receipt or invoice uploaded separately as source evidence
- Category and purpose reviewed by you
- Record kept inside the appropriate tax year or business workspace
From expense tracking to business financial reporting
For a small business, reviewed transaction records can become part of a broader workflow that includes clients, quotations, invoices, VAT-related tools and core financial reports.
When you need formal accounting controls, eScripts Financials adds double-entry accounting, bank reconciliation, Trial Balance, General Ledger, year-end schedules and AFS readiness.
- Business banking and mileage on the Business plan
- Financial Dashboard and core reports on Business
- Double-entry ledger and reconciliation on Financials
- AFS/PIS readiness and professional collaboration on Financials
Frequently asked questions
Questions people search before they start.
Can eScripts import South African bank statements?
eScripts supports selected PDF and CSV bank statement imports. The exact files that can be parsed depend on the statement format, and every imported transaction remains subject to your review.
Does eScripts automatically classify every transaction?
No. It may provide assistive suggestions, but imported lines remain for your review. You decide what becomes income, an expense or is ignored.
Can I use eScripts for personal and business expenses?
Yes. Personal tax records and business records can be kept in separate parts of the platform so business activity does not have to be mixed into personal records.
Will imported expenses automatically be treated as tax deductible?
No. A saved expense is still a record, not a tax ruling. Whether an amount is deductible depends on the applicable tax rules and your circumstances.
Can the bank imports feed Financials?
The Financials workflow is designed to take reviewed business records into more formal accounting, including posting and bank reconciliation controls.
Explore related tools
Keep moving through the eScripts workflow.
Guide: Bookkeeping for small businesses
See how statement review, source documents and monthly reconciliation fit into a cleaner bookkeeping routine.
Bookkeeping services
Use reviewed bank records as the foundation of a cleaner bookkeeping workflow.
Tax records & receipt management
Keep receipts and supporting documents alongside bank transactions.
Annual Financial Statements
Move from reviewed transactions into formal financial reporting and AFS readiness.
Your records stay yours
Start with the records you already have.
Create your eScripts account, organise the current tax year and upgrade only when you need more history, automation or business financial tools.