Financial DataSpreadsheets

EXTRACTED VALUES

Bank Name Premier First Bank
Account Number XXXXXX4789
Statement Period Oct 01, 2023 - Oct 31, 2023
Opening Balance $4,852.19
Total Deposits $3,615.50

Bank Name Chase
Account Number XXXXXX1234
Statement Period Nov 01, 2023 - Nov 30, 2023
Opening Balance $1,200.00
Total Deposits $500.00

Bank Name Wells Fargo
Account Number XXXXXX9876
Statement Period Dec 01, 2023 - Dec 31, 2023
Opening Balance $5,000.00
Total Deposits $2,000.00

How Bank Statements Pipeline Works

Three steps — from raw PDF to structured data, ready for your workflow.

01 Prepare your PDF

The key to great results

Upload a single PDF containing multiple samples of the same bank statement type — all sharing the exact same layout.

⚠ Mixing layouts gives unexpected results

You can submit a PDF with bank statements from different vendors or layouts — the system will still process it. However, mixing them will likely produce inaccurate or incomplete data.

✓ For excellent results

  • One PDF = one bank statement layout, multiple samples
  • Create one PDF per vendor layout you need to process

Need to split a mixed PDF or merge separate files? Split PDF and Merge PDF tools are available FREE of charge.

02 AI Extracts Every Field

Including variable line items

SAME LAYOUT — DIFFERENT ROW COUNTS

DESC QTY TOTAL
Page 1 2 line items
Page 2 5 line items
Page 3 8 line items

Each sample has a different number of line items. The engine captures all of them automatically.

⚡ Learns the layout once

From the sample set, the model identifies every field and the exact table structure.

📄 Handles spanning tables

Line items spread across multiple PDF pages are joined into a single contiguous table.

03 Download Your Results

Excel & CSV — ready to use

The extracted data is available right from your results. Download it as Excel (.xlsx) or CSV (.csv) — every extracted field becomes a column, every document sample becomes a row.

EXCEL .xlsx
Open directly in Excel, Google Sheets, or any spreadsheet tool. Ideal for reviewing and sharing.

CSV .csv
Import into any system: accounting software, ERP platforms, or databases.

Stop Manually Typing Bank Statements

Our system learns the structure dynamically. No rigid templates required. It just works.

  1. Table Reconstruction
    Solves the copy/paste issue by building rigid tabular data out of fragmented PDFs.
  2. Format Agnostic
    Parses Chase, BoA, HSBC, or any local credit union. No templates to maintain.
  3. Scale Ready
    Process massive document batches without increasing your headcount.

Frequent Questions

Can it handle scanned or low-quality images?
Yes. Our AI visual models are able to process scanned images. Better image quality typically produces better results.

What file formats are supported?
We support PDF files. If you have statements as images, we have a free tool that converts images to PDF — try it here.

Will my data be used to train models?
No. Your financial data is protected. Data is removed from our systems after you log out.

Start extracting bank statements

Try it free and ditch manual entry.