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Convert Bank Statements
Extract transactions and balances from PDFs and screenshots into a CSV
Use this Agent instantly or customize it - no programming needed
- bank statementbank statement
Your incoming statement is a PDF or screenshot from the folder you chose.
- OCR resultsOCR results
Your OCR results show each page's text and tables, plus confidence scores when available.
- review table columnsreview table columns
You choose the columns that appear in the transaction review table.
Your shared bank statement folder supplies new statements and holds their review tables or failure notes.
monday.com reads each PDF or screenshot and returns page text, tables, and available confidence scores.
- failure notefailure note
Your review folder gets a note naming the statement and the problem when parsing cannot finish.
- failure notefailure note
Your review folder gets a note naming the statement and the problem when parsing cannot finish.
- transaction review tabletransaction review table
Your CSV lists transactions and balances by source page, with unclear figures flagged for review.
This Agent waits for a statement in your chosen shared folder. It parses every page and checks the figures. It saves a CSV with flags and page references for your review.
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Google DriveUsed as:
- Shared bank statement folder
Google Drive supplies new statements and holds their review tables or failure notes.
monday.comUsed as:
- Document OCR service
monday.com reads each PDF or screenshot and returns page text, tables, and available confidence scores.
Google ContactsUsed as:
- Shared bank statement folder
Google Contacts supplies new statements and holds their review tables or failure notes.
Made for your industry
Convert Bank Statements is made for businesses in these industries.
- Accounting and Bookkeeping
Extract client statement transactions for review against source pages.
Show all Agents for the Accounting and Bookkeeping industry
Made for your role
Convert Bank Statements is made for people in these roles.
- Bookkeeper
Turn bank statement pages into flagged transaction rows for review.
Show all Agents for the Bookkeeper role - Accounting Manager
Flag statement discrepancies for review against the source page.
Show all Agents for the Accounting Manager role - Finance Operations Analyst
Surface uncertain statement figures in a page-referenced CSV.
Show all Agents for the Finance Operations Analyst role
Made for your department
Convert Bank Statements is made for people in these departments.
- Finance
Extract statement activity into a review table with page references.
Show all Agents for the Finance department - Accounting
Prepare bank statement rows and flag figures for reconciliation.
Show all Agents for the Accounting department
How Convert Bank Statements works
4 steps, in order, on every run.
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Download the statementRead the new PDF or screenshot from your chosen shared folder. Keep its filename with the extracted rows.
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Parse every pageRun OCR parsing through your connected document service. Extract transactions and balances with their source pages.
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Check the figuresCheck amount signs and whether transactions reconcile with visible balances. Flag unclear figures and discrepancies for review.
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Save the review tableSave a CSV with page references and flag reasons in your chosen output folder. Write a failure note there if parsing cannot finish.
How to Get Started
Connect the tools you already use, such as Google Drive, monday.com or Google Contacts.
3 tools
- Choose the shared statement intake folder and the review output folder, and grant the Agent permission to read the first and write to the second.
- Connect a document OCR service that accepts private PDFs and images, and provide the API credentials and available credit.
- Choose the review table columns: source filename, page, transaction date, description, debit, credit, running balance, and review flag.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Convert Bank Statements:
You can add PDF, PNG, or JPEG statements to your chosen intake folder. The Agent saves the review CSV in your chosen output folder.
You choose the intake and output folders, then connect a document OCR service that accepts private PDFs and images. You also choose the review columns.
The Agent leaves unreadable values blank or keeps visible partial text. Your bookkeeper can check the flagged row against its source page.
The Agent saves a failure note in your output folder with the filename and error. You can use it to investigate the statement.
It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.
Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.
The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.
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