1. Upload CSV/XLSX
2. Upload PDFs
3. Review & Match
4. Send
Upload Client List
CSV or XLSX with columns: name, email, amount, pdf_filename (must match uploaded PDF names exactly)
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Click or drag CSV/XLSX here
Required columns: name, email, amount, pdf_filename
Upload Statement PDFs
Upload all client PDF statements. Filenames must match the pdf_filename column exactly.
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Click or drag PDF files here (multiple allowed)
0 PDFs uploaded
Review & Match
Confirm each row matches a PDF before sending. Edit any cell directly.
| Name | Email | Amount | PDF Filename | Match |
|---|
Send Statements
Customize email subject/body, then send. Only matched rows will be sent.
Placeholders: {{name}} {{amount}} {{email}}