Uploading Statements

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Overview

Upload your royalty statements to the Files section for automated processing. The system validates, extracts, and categorizes statement data, then matches revenue lines to your catalog and contracts.

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File Requirements

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How to Upload

1. Go to Statements → Files in the sidebar
2. Click the Upload button in the toolbar, or drag and drop files into the main area
3. Select one or more files from your computer
   • Hold Cmd (Mac) or Ctrl (Windows) to select multiple files
4. All selected files are uploaded and queued for processing

The system uses parallel processing and can handle multiple statements at once. You can continue working while uploads and processing run in the background.

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Processing Pipeline

After upload, each statement goes through three main phases.

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Phase 1: Pre-Processing

During pre-processing, the system validates and analyzes your file before extraction begins. If a check declines the statement — because it is a duplicate, the wrong file type, too small, or not a recognizable royalty statement — it is marked Rejected with a message explaining why. A genuine processing error (rather than a check verdict) marks the statement Failed. See Managing Rejected, Failed, and Dismissed Statements below.

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Phase 2: Extraction

Once pre-processing passes, AI extraction begins. The system:

• Identifies statement format and data locations
• Extracts line-by-line data (assets, revenue, sources)
• Detects and normalizes currencies (transaction and royalty)
• Categorises revenue by type (streaming, download, sync, etc.) — see Data Categorisation for categories
• Extracts summary totals, balances, parties, and notes when present

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Phase 3: Asset Matching

After extraction, the system matches statement lines to your catalog:

• Recording statements: match by ISRC, UPC, asset title, and product
• Publishing statements: match by ISWC, work title, and writer

Match results appear in the Assets section and on each statement’s Assets tab.

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Processing Statuses

Once complete, a confidence score appears in the Status column. Click it to see a breakdown by section (Revenues, Summary, Summary Lines, Costs). If a statement scores low, correct its metadata from the statement detail page or re-upload the source file — see Reprocessing.

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Managing Rejected, Failed, and Dismissed Statements

When a statement does not make it into the Files list, the staging panel separates two outcomes so you know whether to act: Both rejected and failed statements can be dismissed individually or all at once. Dismissed statements move to the Dismissed tab where you can review or permanently delete them.

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Dismiss All Rejected or Failed

When the Rejected or Failed filter is active in the staging panel, a Dismiss All button appears at the bottom of the list. This moves every statement in that tab to the Dismissed tab in one step.

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Delete All Dismissed

When the Dismissed filter is active in the staging panel, a Delete All button appears at the bottom of the list. This permanently removes all dismissed statements.

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Bulk Uploads

You can upload many statements in one go:

• Select multiple files in the file picker, or drag and drop several files at once
• Each file is queued independently and processed in parallel where capacity allows
• Track progress via status in the Files list
• Use filters to narrow by status (e.g. Processing, Error) and bulk actions to edit or delete multiple statements

When all statements in a batch finish processing, you receive an email summary with the total count, successful, failed, and processing time — if project notifications are enabled in Settings → Notifications.

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Related Documentation