# 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](/content/tools/split-pdf/index.html) and [Merge PDF](/content/tools/merge-pdf/index.html) 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](/content/tools/pdf-images/index.html).

**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.