Extract bank statement data into your database automatically

Reads uploaded bank statement PDFs with AI and enters the account and transaction details into your database.

How the work actually flows

A straight line. Runs once per each uploaded statement pdf.

Pattern: Sequence (1) · Multiple Instances with a priori Run-Time Knowledge (14)

flowchart TD trig(("user uploads bank statements")):::human s0[["read bank statement pdf"]]:::mi s1["extract account and transaction data"]:::svc s2["validate and organize records"]:::task s3[("insert records into database")]:::store s4["send completion email"]:::svc trig --> s0 s0 --> s1 s1 --> s2 s2 --> s3 s3 --> s4 out[/"statement data entered into database"/]:::out pay{{"no manual data entry"}}:::pay s4 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff

A stepAn outside serviceRuns once per itemA personA record or sheetResultPayoff

Build size

Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions

AI Agents & Autonomous SystemsEmail AutomationDocument Processing & OCRSurvey & Feedback

Connects

Mistral AIOpenAIOracle DatabaseGmail

The problem it solves

Entering data from bank statements by hand is slow, repetitive, and an easy place for mistakes to creep in. Every statement means someone reading line by line and typing numbers into your system. When statements pile up, data entry backs up and your records fall behind.

Who it fits

Finance and accounting teams that process bank statements and need the data in their database quickly.

How it works

You upload one or more bank statement PDFs through a form
AI reads the document and extracts the account and transaction details
The data is checked and organized into account and transaction records
The records are entered into your database automatically
You get an email once all statements have been processed

Quick estimate

What it is worth to you

Your numbers, your hourly cost. We add nothing hidden.

Bank statements you process per month

per month

Minutes to manually enter each statement's data

minutes

Loaded hourly cost of the person doing this

$ per hour

0Hours freed per month

0Value per year at your hourly cost

Assumes statement volume stays steady and the freed hours are put toward other work.

What you get

Structured account and transaction records added to your database, plus a completion email.

What you need

A Mistral AI account, an OpenAI account, an Oracle database, and an email account.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

Related automations

Back to the AI Playbook