StacksGPT
Documents & Finance

Transcribe Bank Statements into Structured Text

Convert bank statement PDFs, including scans, into Markdown with a vision model, then extract rows such as deposits.

The Problem

Bank statements come as PDFs or scans that normal text extraction mangles, especially tables. Reconciling them means retyping.

How This Template Solves It

A bookkeeper puts a statement in Google Drive. Each page becomes an image, Gemini transcribes it to Markdown, and a second step lists every deposit row for reconciliation.

How It Works

  1. 1Downloads the bank statement PDF from Google Drive.
  2. 2Splits the pages into images with a Stirling PDF service.
  3. 3Resizes the images and has Gemini transcribe each page to Markdown.
  4. 4Joins the pages and uses an AI extractor to list the deposit table rows.

What You Need

  • A Google Drive account
  • A Gemini API key
  • Stirling PDF, ideally self-hosted for privacy

What Stays Under Your Control

  • A person checks totals against the original statement.

Watch Out For

  • Statements contain sensitive financial data. Self-host the PDF service rather than using a public one.
  • Vision models transcribe rather than copy exactly. Verify the amounts.

Adapted from a community workflow template. Before publishing we removed credentials, account and file IDs, email addresses and sample data. The original author's setup notes are kept inside the workflow file.

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