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Actions18

Bank Statement → Parse

AI-generated

Overview

This node parses bank statement files using the PDF Vector API. It supports input as either a public URL to the bank statement file or binary data from a previous node. The node uses AI models to extract structured data from various file formats such as PDF, DOCX, XLSX, CSV, PNG, and JPG. It is useful for automating the extraction of financial data from bank statements for further processing or analysis.

Use Case Examples

  1. Automate extraction of transaction details from bank statements in PDF format.
  2. Parse bank statements received as images or Excel files to extract structured financial data.
  3. Use AI-powered parsing to convert bank statements into machine-readable JSON for accounting software integration.

Properties

Name Meaning
Input Type Specifies how the bank statement file is provided, either via a public URL or as binary data from a previous node.
Bank Statement URL The public URL of the bank statement file to parse. Required if Input Type is URL.
Input Binary Field The name of the binary property from a previous node containing the bank statement file. Required if Input Type is Binary Data.
Model The AI model tier used for parsing the bank statement. Higher tiers offer more accuracy and support for complex documents but cost more credits.
Document ID Optional identifier for usage tracking, returned in the response.

Output

JSON

  • documentId - Identifier for usage tracking, if provided.
  • parsedData - The structured data extracted from the bank statement by the AI model.
  • modelUsed - The AI model tier used for parsing.
  • rawResponse - The raw response from the PDF Vector API containing detailed parsing results.

Dependencies

  • Requires an API key credential for the PDF Vector API to authenticate requests.

Troubleshooting

  • Ensure the bank statement file URL is publicly accessible if using URL input type.
  • Verify the binary data field name matches the output from the previous node if using binary input.
  • Check API key validity and permissions if authentication errors occur.
  • Higher accuracy models (Max) may increase credit usage; choose model based on cost and accuracy needs.

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