AI-Process Bank Statement
process_bank_statementExtracts structured data from bank statements (PDF or images) using AI, with optional custom fields and pattern analysis.
Instructions
AI-Process Bank Statement (processBankStatement): extract structured data via PDF4me POST /api/v2/ProcessBankStatement. JSON uses camelCase isAsync (true), analyzePatterns (boolean, default true), and customFieldKeys (camelCase, not CustomFieldKeys)—omit customFieldKeys when there are no keys. Provide pdf_file_path (local .pdf/.png/.jpg/.jpeg). doc_name is the logical docName sent to the API (optional: defaults to basename). Optional bank_name (omitted when empty). Optional custom_field_keys (list) and/or custom_field_keys_csv (comma-separated; trimmed, empty segments dropped)—merged and deduped. Optional profiles string: trimmed empty omits the property; otherwise if it does not start with an opening curly brace or square bracket, the value is wrapped in outer curly braces for custom profiles. 202 + Location poll; saves process_bank_statement.json.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| doc_name | No | ||
| profiles | No | ||
| bank_name | No | ||
| output_dir | No | ||
| pdf_file_path | No | ||
| analyze_patterns | No | ||
| custom_field_keys | No | ||
| custom_field_keys_csv | No |