Bank Statement Parser Zapier Integration
Automatically turn bank statements into structured data and route it anywhere Zapier connects — 6,000+ apps. No manual entry, no copy-paste. Built for lenders, underwriters, and accountants.
How to connect (no code)
- 1
Trigger
Start your Zap with any trigger — a new email attachment (Gmail/Outlook), a file in Google Drive or Dropbox, or a form upload.
- 2
Add "Webhooks by Zapier" → POST
Point it at https://statementocr.com/api/extract, add an Authorization header with your API key, and send the bank statement file (or its URL).
- 3
Map the extracted fields
Zapier receives clean JSON (Account holder & bank name, Statement period, Opening & closing balance, and more). Use those fields in the next step of your Zap.
- 4
Send it anywhere
Create a Google Sheets row, an Airtable record, a QuickBooks entry, or a Slack message — automatically, for every bank statement.
Popular bank statement automations
FAQ
Does Statement OCR work with Zapier?
Yes. You can connect it today using the "Webhooks by Zapier" action to POST a bank statement to our /api/extract endpoint and receive structured JSON. A native Zapier app is in progress — sign up and reply to your welcome email to be notified when it launches.
What can I automate with bank statements and Zapier?
Common flows: email attachment → extract bank statement → add a Google Sheets/Airtable row; cloud-storage upload → extract → post to QuickBooks or a Slack channel; form submission → extract → CRM record. Anything Zapier connects to, you can feed bank statement data into.
Do I need to code?
No. "Webhooks by Zapier" is a no-code action. You paste the endpoint URL, add your API key header, and map fields visually.
Where do I get my API key?
Sign up free (no credit card), open your dashboard, and copy your API key. Your first 3 bank statements are free.