Use cases
The next step depends on your work.
Prepare client records, check statement balances or build a data workflow. Start with the same source-linked review, then choose the output your work needs.
For bookkeepers
A checked statement. A clear client handoff.
Keep the client, account and period together as you prepare reviewed rows for the next person.
Explore bookkeepers workflows- Client intake
- Source questions
- Reviewed file
For accountants
Keep evidence beside the numbers.
Prepare statement data for your workpapers, with scope, balances and source references in view.
Explore accountants workflows- Account and period
- Source evidence
- Workpaper input
For developers
Build around review and approval.
Separate processing, human review and approved output in the application you build.
Explore developers workflows- Your intake
- Reviewer decision
- Approved output
Same product. Different responsibilities.
Decide who reviews and who receives the result.
Before uploading, identify the account and statement period, who is allowed to handle the PDF, and the person responsible for checking the extracted rows. A spreadsheet handoff and an API integration both need that review decision.
Fulla prepares statement data rather than deciding how to classify a transaction or post it to the books. Use the workflow that matches your responsibility, and keep any destination-specific mapping or accounting judgment in your receiving process.
| Role | What you bring | What you check | What you hand over |
|---|---|---|---|
| Bookkeeper | Client PDFs | Dates, signs and source rows | Reviewed file |
| Accountant | Account and statement period | Scope, evidence and balances | Workpaper input |
| Developer | Application workflow | States, revisions and expiry | Approved output |
Match the workload to the allowance.
Test with the free converter before bringing a larger set of statements into a workspace. For recurring work, check page allowances and whether you need paid batch export. Review each statement separately even when the final file combines several documents.
Schedule the handoff within the 24-hour content window. Fulla is a short-lived processing workspace; keep the authorized records your own process needs after download.