💰 Financial Data Extraction

Extract tables from bank statements (PDF)

Learn how to extract transaction tables and financial data from bank statement PDFs using AI. Complete guide with prompts, examples, and downloadable templates.

Common Challenges with Bank Statement Processing

Manual data entry from bank statements is time-consuming
Risk of human errors in financial data extraction
Difficulty in processing multiple statement formats
Need for structured data for accounting software
Compliance requirements for financial record keeping

Solution: Use AI to automatically extract and structure data from bank statements, reducing processing time from hours to minutes with 99%+ accuracy.

Step-by-Step Extraction Process

Follow these steps to extract structured data from your bank statement PDFs

Upload Bank Statement PDF

Upload your bank statement PDF file to BrainBox AI

Supports all major bank formats including Chase, Bank of America, Wells Fargo, etc.

AI Analyzes Document

Our AI automatically detects and parses tables and transaction data

Advanced OCR technology extracts text and identifies table structures

Use Extraction Prompts

Apply specialized prompts to extract specific data fields

Pre-built prompts for dates, amounts, descriptions, and account details

Download Structured Data

Export extracted data in CSV, JSON, or Excel format

Ready-to-import formats for QuickBooks, Excel, and other accounting software

Ready-to-Use Prompt Templates

Copy and paste these proven prompts to extract specific data from your bank statements

Extract Transaction Table

Basic transaction extraction

Extract all transactions from this bank statement and format as a table with columns: Date, Description, Amount, Balance. Include only the transaction data, no headers or summaries.

Extract Account Summary

Account overview information

From this bank statement, extract: 1) Account number, 2) Statement period, 3) Opening balance, 4) Closing balance, 5) Total deposits, 6) Total withdrawals. Format as key-value pairs.

Categorize Transactions

Expense categorization

Analyze the transactions in this bank statement and categorize each one (e.g., Food, Gas, Utilities, Income, etc.). Create a table with Date, Description, Amount, and Category columns.

Find Specific Transactions

Targeted transaction search

Find all transactions in this bank statement that are: 1) Over $500, 2) ATM withdrawals, 3) Direct deposits. List each type separately with date, description, and amount.