Turn bank statement PDFs and receipts into a CSV automatically

Upload a bank statement or receipt photo and the system extracts every transaction into a CSV file.

How the work actually flows

A straight line.

Pattern: Sequence (1)

flowchart TD trig>"file uploaded to drive folder"]:::trig s0["Read document and extract transactions"]:::svc s1["Format transactions into CSV"]:::task s2[("Save CSV to output folder")]:::store trig --> s0 s0 --> s1 s1 --> s2 out[/"CSV file of extracted transactions"/]:::out pay{{"Saves manual expense data entry"}}:::pay s2 --> 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
Starts itA stepAn outside serviceA record or sheetResultPayoff
Build size
Advanced

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

Business functions
Document Processing & OCRImage & Media ProcessingFile & Cloud StorageFinance & Accounting
Connects
Google DriveGoogle GeminiVertex AI

The problem it solves

You dread the manual work of typing every transaction from a PDF bank statement or receipt into a spreadsheet for expense tracking. Skipping it means your budget stays out of date and you lose track of where money is going.

Who it fits

Small business owners or individuals who track expenses from digital bank statements and receipts.

How it works

  1. You upload a PDF statement or a photo of a receipt to a Google Drive folder
  2. Google Gemini reads the document and identifies each transaction
  3. The transactions are formatted into a CSV file
  4. The finished CSV is saved to a separate Google Drive folder, ready to import
Quick estimate

What it is worth to you

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

per month
minutes
$ per hour
0Hours freed per month
0Value per year at your hourly cost

This assumes the freed hours go to other work and that your monthly transaction volume stays roughly steady.

What you get

A CSV file of transactions extracted from your bank statements or receipts, ready to import into budgeting software.

What you need

A Google Drive account and Google Cloud Vertex AI access.

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

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