AI Extract Bank Statement PDF to Google Sheets

Extract data from bank statement PDF and generate a spreadsheet in Google Sheets for review and analysis.

约 4 min 设置

Extract Bank Statements to Spreadsheet

Convert an uploaded bank statement PDF into a new Google Sheet for review and analysis. The template uses a Knoon workbox with a bank statement extraction agent and a Google Sheets CSV creation tool.

Bank statement workbox

What It Does

Accepts one bank statement PDF per run.
Extracts transaction rows and key statement details.
Normalizes dates to YYYY-MM-DD.
Keeps debit and credit values in separate columns.
Creates a new Google Sheet from the generated CSV.

Google Sheet output

Notes

The Google Sheets tool creates one spreadsheet per run.
Unknown or missing statement fields are left blank.

This template deploys automatically to the cloud. No coding, self-hosted n8n setup, or Make.com flows are required. The workflow runs deterministically, so it stays predictable compared with agent-driven tools like Manus, OpenAI, or Tasklet.