Turn any PDF bank statement, invoice, or receipt into clean structured data — JSON, CSV, Excel, or a direct QuickBooks / Xero / Tally import — in seconds.
Structured output with statement metadata, opening/closing balances, and per-transaction fields ready for downstream apps and LLM pipelines.
Flat transaction tables normalised for date, amount, description, category and running balance. Import anywhere.
Direct exports to QBO, OFX, IIF, Tally XML, Zoho, Xero — no re-mapping, no double entry.
PDF, CSV, image or scanned document up to 50 MB per file. Password-protected PDFs supported via one-time client-side unlock.
Bank fingerprinting on layout, header text, and font signatures — 200+ built-in templates plus a generic tabular fallback.
Text-layer PDFs parsed with pdf.js; scanned pages routed to OCR (Tesseract + layout model). Multi-column and rotated pages handled.
Dates → ISO-8601, amounts → decimal, descriptions cleaned, split debits/credits reconciled against running balance.
Rule-based plus LLM-assisted categorisation (GST-aware for India, VAT-aware for UK/UAE/ZA, Schedule-C for US).
JSON, CSV, Excel, QBO, OFX, IIF, QIF, Tally XML, Zoho Books, Xero.
Every extraction returns the same schema so you can code against it once:
{
"bank_name": "HDFC Bank",
"currency": "INR",
"account_number_masked": "xxxx1234",
"period_from": "2025-01-01",
"period_to": "2025-01-31",
"opening_balance": 124567.89,
"closing_balance": 158234.12,
"transactions": [
{
"date": "2025-01-03",
"description": "UPI-ZOMATO-...",
"debit": 450.00,
"credit": null,
"balance": 124117.89,
"category": "Meals & Entertainment"
}
]
}Financial data extraction converts unstructured financial documents — bank statements, invoices, receipts, credit-card statements, tax forms — into structured, machine-readable data (CSV, JSON, Excel, or direct accounting-software imports). Modern pipelines combine PDF parsing, OCR, layout detection, and LLM-assisted field extraction.
CSV flattens transactions into a table. JSON preserves nested structure — statement metadata (bank, account, period, opening/closing balance), the transaction list, and per-transaction fields including split categories, running balance, and source coordinates. JSON is the right output when you're feeding a downstream application, ledger, or ML pipeline.
Only for image-based PDFs. BankToBooks runs OCR only when the PDF has no embedded text layer, so digital statements stay fast and lossless. Scanned pages fall back to Tesseract-plus-layout detection.
Yes. We ship parsers for 200+ banks across India, US, UK, UAE, ZA, Australia and more, plus a generic fallback that infers columns from any tabular PDF.
PDFs are processed in-browser for the anonymous free tier; nothing leaves your device. Paid tier uses ephemeral server-side processing with no long-term retention.
3 free extractions/day. JSON, CSV, Excel or direct accounting-app import.
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