// The only blog file that differs between the sibling sites: the blog's name, // its categories, its author and its call to action. Everything else under // src/lib/blog, src/components/blog and src/app/blog is shared. import { site } from "@/lib/site"; import type { Author, CallToAction, Category } from "./schema"; export const blog = { name: `${site.name} blog`, description: "Guides for bookkeepers on converting, categorizing and exporting client bank statements in bulk.", /** Colors of the generated social preview image. */ image: { background: "#0b1f3f", foreground: "#ffffff", accent: "#f5c518" }, }; export const categories: Category[] = [ { slug: "statement-automation", name: "Statement automation", description: "How automated bank statement processing works for bookkeepers: extraction, parsing, categorization, AI, APIs and scheduled runs.", intro: "This category explains what happens inside automated bank statement processing, from reading a PDF layout to suggesting a category for each transaction. It covers parsers, data extraction, categorization rules, AI, APIs and Python scripts, and how scheduled monthly runs pick up new statements. Start with Bank Statement Automation: What a Practice Can Hand Off, which maps every step and shows which ones still need a bookkeeper's review.", }, { slug: "bookkeeping-workflows", name: "Bookkeeping workflows", description: "Routines bookkeepers run on client statements: catch-up work, month end and year end, data entry, uncategorized lines and card statements.", intro: "These guides cover the routines a bookkeeper runs on client books every month and every year: catching up a client who is months behind, closing the month, clearing uncategorized transactions, posting credit card statements and moving clients off spreadsheet books. Each one ends in a checklist or worked example you can reuse. Start with Catch Up Bookkeeping: Clearing Months of Statements if a backlog is what brought you here.", }, { slug: "client-work", name: "Client work", description: "Running a bookkeeping practice across many clients: collecting statements, onboarding, keeping books separate, capacity, team roles and growth.", intro: "Client work is about the practice rather than any single set of books. These posts cover getting statements out of clients every month, onboarding new clients, keeping each client's rules and history apart, how many clients one bookkeeper can carry, who does what on a team and how to grow past ten clients. Start with How to Collect Bank Statements From Clients Every Month, because every other step waits on it.", }, { slug: "batch-conversion", name: "Batch conversion", description: "Converting many bank statements at once: folders of PDFs, mixed banks, combined accounts, file naming and splitting bundled statements.", intro: "Batch conversion covers the practical side of putting a folder of client statements through conversion at once: what a converter must return for client work, how bulk runs sort files by client and account, how to handle several banks or several accounts in one file, and how to name and split files so nothing is missed. Start with Bank Statement Converter for Bookkeepers: What to Expect.", }, { slug: "choosing-software", name: "Choosing software", description: "Decisions before buying: comparing bookkeeping automation and statement software, testing extraction, plan limits and desktop versus cloud.", intro: "These posts help a bookkeeper or accounting firm decide what to buy before committing. They compare bookkeeping automation software on the jobs that matter for client work, show how to test extraction software on your own statements, explain plan limits such as pages and clients, and weigh desktop against cloud accounting. Start with Bookkeeping Automation Software: How to Compare Tools, which gives the scorecard the other posts reuse.", }, { slug: "security-and-trust", name: "Security and trust", description: "Whether client statements are safe: uploading online, retention, practice data security, confidentiality and files that get flagged.", intro: "Security and trust answers the questions bookkeepers and their clients ask before a single statement is uploaded: is it safe, how long files are kept, who can see them and what happens when a statement cannot be read. The posts give checklists you can hand to a client or add to an engagement letter. Start with How to Upload Client Bank Statements Securely, which lists the questions to ask any vendor.", }, ]; export const authors: Author[] = [ { slug: "autobankconvert", name: site.name, kind: "organization", bio: "AutoBankConvert batch-converts PDF bank statements for bookkeepers and exports them ready for QuickBooks or Xero.", url: site.url, sameAs: [], }, ]; export const DEFAULT_AUTHOR = authors[0].slug; export const cta: CallToAction = { heading: "Convert a month of client statements at once", body: "Batch-convert PDF bank statements for every client, categorize each transaction automatically, and export files ready for QuickBooks or Xero.", label: "Get started", href: "/get-started", };