Automate Bank Statement Data Extraction with AI & Markdown
detail.loadingPreview
This workflow leverages Vision Language Models (VLMs) to convert bank statement PDFs, including scanned documents, into structured Markdown. It enables effortless extraction of financial data, like deposit tables, for further analysis and automation.
About This Workflow
Unlock the power of AI for your financial operations with this n8n workflow designed to transform complex bank statements into actionable data. It meticulously processes both digital and scanned PDF bank statements, first converting each page into high-quality images using a robust PDF service like Stirling PDF. These images are then fed into Google Gemini 1.5 Pro, a cutting-edge Vision Language Model. Unlike traditional OCR, Gemini intelligently "transcribes" the visual layout, capturing tables and columnar data faithfully, and outputting it into clean, parsable Markdown. This structured output is perfect for subsequent LLM processing, allowing you to easily identify and extract crucial financial details for reporting, auditing, or integration into other systems.
Key Features
- AI-Powered Document Conversion: Utilize Google Gemini 1.5 Pro VLM for intelligent conversion of bank statements into structured Markdown.
- Versatile PDF Handling: Seamlessly process both downloaded digital and scanned PDF bank statements.
- Structured Data Output: Generates Markdown, preserving complex layouts like tables, ideal for further LLM parsing and data extraction.
- Modular & Customizable: Integrates with external PDF services (e.g., Stirling PDF, with self-hosting option for privacy) and flexible image preprocessing.
- Financial Data Ready: Prepares your bank statement data in a format optimized for identifying specific financial entries like deposit rows.
How To Use
- Source Your PDF: Replace the
Get Bank StatementGoogle Drive node with your preferred PDF source (e.g., local file, email attachment, another cloud storage, or a webhook for incoming documents). - Configure PDF Conversion: If privacy is a concern, consider self-hosting Stirling PDF and update the
Split PDF into Imagesnode's URL to your instance. - Set Up AI Credentials: Ensure your
Google Gemini Chat Modelnode has valid API credentials for Google Gemini (or Google Palm if configured for older models). - Refine AI Prompt (Optional): Modify the prompt within the
Google Gemini Chat Modelnode to target specific data extraction needs from the markdown output. - Process Markdown Output: Add subsequent nodes to parse the generated markdown, extract desired data (e.g., using an
LLM Extract Datanode orCodenode), and integrate it into your systems.
Apps Used
Workflow JSON
{
"id": "95b9d0fa-df15-4cd8-aae6-365084b2debd",
"name": "Automate Bank Statement Data Extraction with AI & Markdown",
"nodes": 18,
"category": "Operations",
"status": "active",
"version": "1.0.0"
}Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.
Get This Workflow
ID: 95b9d0fa-df15...
About the Author
DevOps_Master_X
Infrastructure Expert
Specializing in CI/CD pipelines, Docker, and Kubernetes automations.
Statistics
Related Workflows
Discover more workflows you might like
Google Sheets to Icypeas: Automated Bulk Domain Scanning
This workflow streamlines the process of performing bulk domain scans by integrating your Google Sheets data directly with the Icypeas platform. Automate the submission of company names from your spreadsheet to Icypeas for comprehensive domain information, saving valuable time and effort.
Instant WooCommerce Order Notifications via Telegram
When a new order is placed on your WooCommerce store, instantly receive detailed notifications directly to your Telegram chat. Stay on top of your e-commerce operations with real-time alerts, including order specifics and a direct link to view the order.
On-Demand Microsoft SQL Query Execution
This workflow allows you to manually trigger and execute any SQL query against your Microsoft SQL Server database. Perfect for ad-hoc data lookups, administrative tasks, or quick tests, giving you direct control over your database operations.