This guide is designed for users with non-US bank accounts, or those who cannot use the automated bank sync feature. It explains how to manually upload your bank statements in PDF or CSV format, and how Adam processes these uploads to keep your financial data accurate and organized.
This guide covers Import with AI. If the manual Excel import method is preferred instead, see the article on how to upload bank statements for bulk rule processing.
With Import with AI, transactions are extracted and categorized automatically. To prevent automatic categorization, bank rules allow a rule to be created with the status set to Uncategorized. Visit Prevent Automatic Categorization with a Bank Rule
Step 1: Go to the upload page
Log in to Tyms and get to the upload screen using either of these routes:
Option A: Via Bank Data Click Bank Data in the top navigation.
Option B: Via Transactions Click Transactions in the top navigation. On the Bank Transactions page, click the Import Transactions dropdown in the top right, then select Import bank statement. This will take you to the Bank Data page.
(On the Transactions page, before you have uploaded anything, the table will be empty since there are no transactions yet.)
Step 2: Upload Your Bank Statement from the Bank Data page
If this is your first time using AI Import, you'll be prompted to complete a short form with information about your business to Train Adam. This helps the AI better understand your business, categorize your bank transactions more accurately, and reduce the chances of misclassification during processing.
After completing and submitting the form, you'll be redirected to the Bank Data page, select Smart AI Import, then choose the document you want to upload.
You will be redirected to a Confirm bank statement popup. In this modal:
Under Bank account, select the bank account the statement belongs to, either a connected bank or one you have added manually.
Under Prompt (optional), you can add optional extraction instructions for this statement (up to 1000 characters).
Click Upload.
After clicking Upload, you will be returned to the Bank Data page. Under Recent uploads, you will see a table listing every file you have uploaded, along with its status (e.g., Pending, Processing, Processed), so you can track progress.
Adam will extract, categorize, and display all transactions in the Bank Transactions table for review or export.
Note: Categorized transactions can only be edited or deleted from the Bank Transactions table.
Important upload tips
For large files, break them into smaller chunks: a maximum of 20,000 characters (~150 transactions) or 10 pages per upload.
Avoid closing or refreshing the page while Adam is processing the file. Processing may take up to 5 minutes, depending on file size.
How Adam handles unidentified bank accounts
If you upload a bank statement but:
You do not select a bank account, or
The bank account does not yet exist in your Tyms setup,
Adam will not let you complete the upload. You will need to create the bank account first, then select it in the Bank account field before you can proceed.
Note: AI Credit Usage and Charge Alerts
Uploading and processing bank statements consume AI credits based on:
The length of the uploaded document (number of pages or characters).
The number of transactions extracted and processed.
Be aware:
Large uploads or many transactions will use more credits.
If your upload exceeds the credit limit or file size, Adam will notify you with an alert.
Monitor your credit balance regularly to avoid interruptions or failed uploads.