Which method to choose
| Method | Coverage | Latency | Best for |
|---|---|---|---|
| Lean Tech open-banking | Mashreq, ENBD, RAKBANK (more banks coming) | Daily auto-sync | Owners who want hands-off reconciliation |
| PDF statement upload | Any UAE bank | Manual upload, monthly or weekly | Owners on banks Lean doesn’t support yet, or who prefer manual control |
Method A — Lean Tech open-banking
Open Settings → Integrations → Bank feed. Select the bank from the list and click Connect. The Lean Tech link flow opens in a new window: log into the bank, select the account(s) to share, and confirm the consent. Lean returns to Taskezy with a token; the first sync starts immediately and completes within a few minutes. After the first sync, Taskezy refreshes the feed once per day. Transactions are categorized automatically and matched against expected payments. Anything unmatched appears in the morning brief as needs your eyes.Method B — PDF statement upload
Open the Cash tab and click Upload statement. Drag the PDF into the dialog, select whether the account is business or personal, and confirm. Taskezy parses the statement using a tuned extraction model and surfaces the transactions in the workspace. Statement upload is supported for Mashreq, ENBD, RAKBANK, and any bank with a structured English-language statement. The parser handles common layouts (separate Debit/Credit columns, Withdrawal/Deposit columns, Cheque columns). The running-balance column is used as a reconciliation safety net to catch parser errors automatically. Re-uploading the same period is safe — Taskezy deduplicates on bank reference and transaction shape.After connection
The morning brief now includes the cash position by 8am every business day. Tia can answer ad-hoc questions like “what was paid to Plumbus Trading last month?” or “how’s cash this morning?”. Unmatched transactions appear on the Cash dashboard with a one-tap reconciliation flow.Troubleshooting
- Lean Tech connection times out. Some banks have intermittent API availability outside business hours. Retry the connection during 9am–5pm Gulf Standard Time.
- Statement parse misses transactions. Email the PDF to support@taskezy.co with a brief description of what was missed; the parser improves with new statement samples.
- Categorisation looks wrong. Correct the category on the Cash transaction list — Taskezy learns the mapping per-vendor for future transactions.
What’s next
- Connect Zoho Books to push expense entries to an accounting system.
- Billing, plans, and the design partner program for understanding conversation limits and pricing.