Extract Data from Bank Statements Automatically
Process representative bank-statement layouts and extract account details, statement periods, balances, and transaction rows with dates, descriptions, and amounts.
Try it now — 3 free documents, no credit card required
Need a spreadsheet? Use the bank statement converter to export transactions to Excel or CSV.
What We Extract
- ✓Account holder name
- ✓Account number (masked)
- ✓Statement period
- ✓Beginning balance
- ✓Ending balance
- ✓Individual transactions
- ✓Total deposits
- ✓Total withdrawals
How It Works
1
Upload a supported bank-statement PDF
2
AI identifies account and transaction fields
3
Reconcile rows and balances against the source
4
Export the reviewed result
Who Uses This
- →Lenders processing mortgage applications
- →Auditors reviewing financial records
- →Accountants reconciling client accounts
- →Fintech companies automating underwriting
Representative Source Layouts
ChaseBank of AmericaWells FargoCitibankCapital OneUS BankPNCTest your own sample before scaling
FAQ
Do you extract individual transactions?
Transaction rows are an extraction target, including dates, descriptions, and amounts. Reconcile the returned rows and balances against the source statement.