Last updated: 2026-04-25

Uploading a statement

A statement is a monthly summary your property manager (or letting agency) sends — one row per property, with rent received, management fee, expenses, and the balance transferred to you. Anchorlet ingests these and stores them as a queryable timeline.

What's accepted

  • XLSX / XLS — the deterministic parser. Currently tuned for the Ray Cooke Auctioneers format; other agencies fall through to the LLM path automatically.
  • PDF — read by Claude Opus 4.7 and converted to the same structured shape as the XLSX path. Slower (10–30 seconds) but works for any agency layout.

How to upload

  1. Open Statements in the top nav.
  2. Click Upload statement (top right).
  3. Drag-and-drop the file or click to pick.
  4. Hit Ingest statement.

You'll land on the new statement's detail page once ingest completes. Per-property entries appear in the table; expense items (if any) appear underneath.

What the ingest pipeline does

  • Parses the file into agency name, period, totals, and per-property rows.
  • Matches each row to a property in your workspace using the address + Eircode (when present). Rows that don't match cleanly land as Unmatched — see Resolving unmatched rows.
  • Self-heals property Eircodes when the agency string contains one and your property record didn't — saves you re-typing.
  • Inserts the source PDF/XLSX into the document vault and links it to the statement, so you can always view the source.

Re-uploading a corrected statement

If the agency sends a corrected version, upload it as a new statement (don't try to edit the old one). To remove the bad version, open it and use the … menu → Delete. The deleted statement stays in Settings → Recently Deleted for 30 days in case you change your mind.

See also