Convert bank statement PDFs to Excel, CSV, OFX or QBO, every row checked against the balances.
Scored across 4 tools
Each tool targets a clearly distinct operation: verify (check_statement_balances), convert format (convert_statement), summarize analysis (summarise_spending), and reference lookup (list_supported_banks). There is no meaningful overlap in intent or output, so an agent can select the right tool unambiguously.
All four tools follow a consistent snake_case verb_noun pattern (check_statement_balances, convert_statement, list_supported_banks, summarise_spending). The only variation is British 'summarise' spelling, which is purely orthographic and does not break the pattern.
Four tools sit comfortably in the well-scoped range and each earns its place by covering a distinct capability (validation, conversion, summation, bank reference). No tool feels redundant or padded, and the surface is not so thin as to leave obvious gaps.
The core statement-processing lifecycle is covered: parse/verify, convert to many export formats, and summarize spending, plus a supporting bank list. Minor gaps exist around managing previously saved statements (e.g., listing or re-downloading past conversions), but these are workarounds rather than blockers.
Use this when the user asks whether a bank statement is complete, correct or genuine, or why its numbers do not add up. Reads the PDF and checks every row against the statement's own running balances: opening plus money in minus money out must land on the closing balance to the cent. Says whether it does, and names the rows where it breaks. Free with a PivotBank account.
Inputs: statement, pdf_base64.
Use this when the user wants a bank statement or credit card statement PDF turned into a spreadsheet: Excel (xlsx), CSV, QuickBooks (QBO), Xero (OFX), Quicken (QIF) or JSON. Reads every transaction (date, description, money in, money out, balance) and checks them against the statement's own running balances, so the reading is proved rather than guessed. Saves the statement to the user's PivotBank account and returns a link to download it in any of those formats. Needs the user to sign in to PivotBank; agents may instead send a Pro API key as 'Authorization: Bearer pvb_live_...'.
Inputs: filename, statement, pdf_base64.
Lists the banks PivotBank recognises by name, for one country (ISO 3166 alpha-2, e.g. GB, US, ZA) or for all. A statement from a bank not listed still converts: the reader works from the layout, not a per-bank template.
Inputs: country.
Use this when the user wants to know where their money went from a bank statement PDF: money in and out, spending by category, top merchants and repeating payments such as subscriptions. Free with a PivotBank account.
Inputs: statement, pdf_base64.
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Convert PDF bank statements to checked Excel, CSV or JSON with balance validation.
Bank statement PDFs become CSV, JSON or QBO transactions with dates, amounts and balances.
Turn bank statement PDFs into categorized, balance-checked transactions and reports.
Bank statement PDFs to Excel, CSV, QuickBooks, Xero or Tally, balance-checked. Account needed.
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