Bring your documents
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Moving to Falcon usually starts with a pile of files. Upload them all at once — Falcon works out what each one is.

[0:04] Upload
Here, a bank statement exported as CSV and a trial balance in Excel. They are read on this computer, and nothing is posted to the books.

[0:15] What was read, and checked
Each document is named for what it turned out to be, with the rows it found — and whether its own checks passed.

[0:23] A statement, row by row
A statement’s running balance proves every row: amounts, direction and order. Each line gets a suggested purpose to confirm later. From here the statement can go to Banking, to be matched against the books like any import. Falcon. Start free.

This video has no sound. Every word of it is in the captions and in this transcript.