Automated Bank Statement Processing: PDF to Categorized CSV with AI

This n8n workflow provides a robust solution for automating the laborious task of manually extracting and categorizing financial transactions from PDF bank statements. It acts as a digital assistant, continuously watching a designated Google Drive folder for new PDF files. Upon detection, it intelligently routes the file, extracts all textual content from the PDF, and then leverages a cutting-edge large language model (Llama 3.1 via OpenRouter) to interpret the raw data. The AI is specifically prompted to identify, extract, and categorize individual transactions, transforming complex bank statements into clean, actionable CSV data, which is then automatically uploaded to another Google Drive folder for easy analysis. While the current implementation primarily focuses on PDF processing using Llama 3.1, the workflow's flexible design allows for easy extension to handle image files and integrate other powerful AI models like Google Gemini for even broader document automation.