Extracted Fields
| Field | Type | Description |
|---|---|---|
statementPeriod | string | The duration or period of time the bank statement covers. |
accountHolder | string | The full name of the account holder. |
address | string | The address of the account holder. |
sortCode | string | The sort code of the account holder |
- accountNumber | string | The account number of the account holder. |
- moneyIn | number | The total amount of money that went in to the bank statement. |
- moneyOut | number | The total amount of money that went out of the bank statement. |
- openingBalance | number | The balance at the beginning of the period. |
- closingBalance | number | The balance at the end of the period. |
- transactions | array | A list of transactions with details for ach transaction date, money in, money out, description and balance. |
How to Use
To extract data with this template, specifybank_statement as the template name when calling the extract function.
import { extract } from 'documind';
const result = await extract({
file: 'https://example.com/bank-statement.pdf',
template: 'bank_statement', // Specify the template name
});
console.log(result);
Sample Output
Here’s an example of the structured data returned after processing a bank statement:{
"success": true,
"pages": 6,
"data": {
"statementPeriod": "09 Apr - 06 May 2022",
"accountHolder": "Mikel Jonuzi",
"address": "Flat 25 Kinloss Courtnorth Circular Road London N3 3DY",
"sortCode": "20-26-78",
"accountNumber": "33191753",
"moneyIn": 1310,
"moneyOut": 1309.78,
"openingBalance": 101.72,
"closingBalance": 101.94,
"transactions": [
{
"date": "09 Apr",
"moneyIn": 0,
"moneyOut": 0,
"description": "Start balance",
"balance": 101.72
},
{
"date": "11 Apr",
"moneyIn": 0,
"moneyOut": 6.72,
"description": "Card Payment to Uber *Trip On 09 Apr",
"balance": 94
},
{
"date": "11 Apr",
"moneyIn": 0,
"moneyOut": 37.65,
"description": "Card Payment to Uber *Trip On 09 Apr",
"balance": 56.35
},
{
"date": "11 Apr",
"moneyIn": 0,
"moneyOut": 41.52,
"description": "Card Payment to Uber *Trip On 09 Apr",
"balance": 15.83
},
{
"date": "13 Apr",
"moneyIn": 0,
"moneyOut": 14.1,
"description": "Card Payment to IZ *West Kensigton On 12 Apr",
"balance": 1.73
},
{
"date": "19 Apr",
"moneyIn": 0,
"moneyOut": 20,
"description": "Card Payment to British Gas Online On 16 Apr",
"balance": -18.27
},
{
"date": "19 Apr",
"moneyIn": 20,
"moneyOut": 0,
"description": "Giro Received From R Omuri",
"balance": 1.73
},
{
"date": "20 Apr",
"moneyIn": 300,
"moneyOut": 0,
"description": "Account Credit: Deposit at Barclays 176 High Street",
"balance": 301.73
},
{
"date": "21 Apr",
"moneyIn": 0,
"moneyOut": 89.29,
"description": "Direct Debit to Apf/Granitefinance",
"balance": 212.44
},
{
"date": "21 Apr",
"moneyIn": 100,
"moneyOut": 0,
"description": "Account Credit: Deposit at Barclays 8 10 North End Road",
"balance": 312.44
}
]
},
"fileName": "barclays-bank-statement.pdf"
}