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Extract transactions from bank statements for reconciliation
Reconciliation stalls when every transaction is trapped in a PDF and every bank formats statements differently. DocuPipe pulls every transaction, with date, description, amount, and running balance, into one clean table you can import straight into your reconciliation or accounting system.
ONE TRANSACTION ROW
The problem
Why this is hard to automate
Transactions are locked inside PDF statements
Reconciliation needs a clean list of transactions, but statements arrive as PDFs and scans. Someone keys each line by hand, or wrestles with brittle copy-paste, before any reconciling can start.
Every bank formats statements differently
Column order, date formats, how running balances are shown, where transactions wrap across pages: it all changes by institution and period, so position-based tools break the moment a new bank or layout shows up.
How it works
Every transaction as a clean, reconcilable row
DocuPipe doesn't do your reconciliation, it removes the data-entry wall in front of it. You define the transaction fields once, and DocuPipe pulls every line from any bank's statement into one consistent table your reconciliation system can match against.
Define your transaction schema
Date, description, amount, debit or credit, and running balance, plus account details. One schema describes a transaction, and it works for any bank.
Upload statements from any bank
Checking, savings, and credit card statements in any format, including multi-page PDFs and scans. DocuPipe reads each line in order, across page breaks.
Import the table into your system
Get one clean transaction table per statement as CSV or JSON, ready to load into your reconciliation, bookkeeping, or accounting system.
Every transaction pulled into one clean row, in reading order, ready to export as CSV for reconciliation.
Document types
Statements we turn into transaction tables
Bank statements
Checking and savings statements from any institution, with every transaction, date, amount, and running balance extracted in order.
Credit card statements
Charges, payments, fees, and balances pulled from credit card statements into a clean transaction table.
Merchant & payment processor statements
Payout and settlement statements with per-transaction detail for reconciliation against your records.
Loan & mortgage statements
Payment history, interest, principal, and balances structured for accounting and audit.
Investment & brokerage statements
Holdings, trades, and cash activity extracted into consistent rows for downstream analysis.
Foreign-currency statements
Multi-currency and non-US bank statements, with amounts and balances pulled per transaction for reconciliation.
Why DocuPipe
Built for speed, scale, and accuracy
per-bank templates to build, even when every institution formats statements differently
field-level accuracy on printed statements, verifiable with human review
every transaction returned as a clean row, ready to import into your reconciliation system
from a statement PDF to a structured transaction table
Live Demo
See it in action
Try one of our sample documents or upload your own
Sample Document
BankStatementChequing.png
PNG FILE
Credit-card-statement-example.jpg
JPG FILE
statement_sample1.pdf
PDF FILE
Upload your own
Drag a document to the drop zone to get structured results.
Drop document here
Drag a sample from the left or upload your own to see how we standardize it.
Who this is for
Teams that put this on autopilot
Bookkeepers & accountants
Stop rekeying client statements line by line. Turn every statement into an importable transaction table and spend the time on the reconciliation, not the data entry.
Finance operations teams
Reconcile across dozens of accounts and banks without a separate process per institution. One schema, every statement format.
Fintech & accounting software builders
Embed statement extraction so your users can connect any account by uploading a PDF, with transactions returned in one consistent shape.
Security & compliance
Enterprise-grade security you can trust
SOC 2 Type II
SOC 2 reports are available through our trust center.
ISO 27001
ISO 27001 certification is part of our security program.
GDPR
Paid teams can select Europe as their storage region for new uploads.
Frequently asked questions
DocuPipe does the step that usually blocks reconciliation: it extracts every transaction from the statement into a clean, structured table. The reconciliation itself, matching transactions against your ledger or records, runs in your accounting or reconciliation system on that data. DocuPipe removes the data-entry wall in front of it.
Yes. DocuPipe reads statements for meaning rather than fixed column positions, so one schema extracts transactions from any bank's format, including layouts and institutions you've never processed before, with no per-bank template.
Yes. DocuPipe reads transactions in order across the whole statement, including lines that continue across page breaks, and returns them as one continuous table.
Structured JSON or CSV, with one row per transaction, plus the same data available via API and webhooks. The CSV imports directly into spreadsheets, reconciliation tools, and accounting systems.
For printed, typed statements we typically achieve 95%+ field-level accuracy. Every extraction includes confidence scores, and you can route low-confidence fields to human review, which matters most for amounts and balances.
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