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Parsedit

Extract structured data from any document. Review, edit, and send to Google Sheets or webhooks — no code required.

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parsedit
SolutionsDocument templatesBank Account Details

Templates

Reliable and customizable Bank Account Details

Capture account holder, IBAN, sort code, and bank details for onboarding and KYC workflows.

Create a parserBrowse all templates
  • Free trial included
  • Review before send
  • No credit card required

Bank Account Details

Account holder

Dana Whitfield

IBAN

GB29 NWBK 6016

Sort code

60-16-13

Bank name

NatWest

Account number

31926819

Capabilities

Bank detail extraction for verification workflows

Read voided checks, bank letters, and onboarding forms. Review every field before it reaches your CRM.

  • IBAN, sort code, and account numbers
  • Account holder name for verification
  • Voided checks and bank letters supported
  • Approve before payout or onboarding sync
What you can extract
Account holder
Dana Whitfield
IBAN
GB29 NWBK 6016
Sort code
60-16-13
Bank name
NatWest
Account number
31926819

A sample of the structured output for this document type.

One schema for every bank detail document

Fields in your schema

Account holder
Dana Whitfield
IBAN
GB29 NWBK 6016
Sort code
60-16-13
Bank name
NatWest
Account number
31926819

Define holder name, IBAN, routing number, and institution once. Parsedit reads voided checks, bank letters, and onboarding forms against that schema, then surfaces each value for review before it reaches your CRM or webhook.

Onboarding and payout teams use Parsedit to verify bank details without manual entry errors. Low-confidence fields land in your queue; you edit, approve, and send.

Approved rows become verification records you can audit before funds move. Send them to Google Sheets for payout setup tracking, or POST structured JSON to your CRM or payment platform.

The same field names apply on every upload, so account holders, routing identifiers, and institution names stay in comparable columns as volume grows. Ops teams get one reliable dataset instead of reconciling mismatched exports from each document type.

Capabilities

Bank account detail extraction for onboarding

Purpose-built capabilities for this document type.

  • ItemQtyRate
    Consulting8$975
    Support4$420

    IBAN and account numbers

    Extract routing and account identifiers reliably.

  • SVC-01Implementation$420.00
    SVC-02Documentation$185.00

    Account holder name

    Capture holder name for verification matching.

  • PDF
    Scan
    DOCX
  • Google Sheetsappend
    WebhookPOST

    Webhook to onboarding CRM

    Deliver verified bank details to your system.

  • Vendor98%
    Total94%
    Date87%
    Approve

OCR confidence on scanned checks

Scanned voided checks get confidence scores—fix routing numbers before they reach payroll.

extractconfidencevendor94%date88%total52%sendreview

Custom bank detail schema

Map IBAN, sort code, SWIFT, and holder name to your parser fields.

Source document
ExtractMap
Your schema5 fields
Account holder
Dana Whitfield
IBAN
GB29 NWBK 6016
Sort code
60-16-13
Bank name
NatWest
Account number
31926819

Extraction designed for security

Your documents stay in your account. Review is on by default, and auto-send only runs where you enable it.

  • No training on your data

  • Review on by default

  • Secure storage of extracted data

  • You stay in control

Integrations

Send extracted data to your stack

Connect Google Sheets, webhooks, Slack, Airtable, or Xero and deliver approved rows automatically.

  • Google SheetsDestination
  • AirtableDestination
  • QuickBooksDestination
  • XeroDestination
  • WebhookDestination
  • Google DriveIntake
  • ZapierAutomation
  • SlackNotifications
Check out integrations

Explore more document templates

Start from a related template and customize fields for your workflow.

Browse all templates
Identity DocumentUSA

Full name

Dana Whitfield

Document type

Passport

Document number

X1234567

Issue date

2019-06-02

Expiry date

2029-06-01

Identity Document

Extract name, document number, and key dates from passports, national IDs, and licenses with review before send.

Bank Statement

Account number: ****4421

Statement date

2024-01-31

DateDescriptionAmount
01/12ACH Payroll Deposit+$4,060.00
01/14Blue Bottle Coffee-$20.01
01/18Rent — Oak St-$1,850.00
01/22Wire Transfer In+$2,400.00
01/28Utilities — Electric-$142.50
Opening balance$12,430.10
Closing balance$9,884.55
Bank Statement

Turn bank and credit card statements into structured balances and transactions for reconciliation.

Pay Stub

Dana Whitfield

Pay period

2024-02

Earnings

Gross pay$5,200.00

Deductions

Deductions$1,140.00
Net pay$4,060.00
Pay Stub

Extract employee, pay period, earnings, and deductions from pay stubs and payslips.

Invoice

Aceware Inc

Invoice #INV-8821
Date2024-01-15

Bill to

DescriptionQtyAmount
Consulting services8$975.00
Implementation support4$420.00
Documentation package2$185.00
Subtotal$7,800.00
Tax$719.00
Total$8,519.00
Invoice

Pull vendor, dates, totals, and invoice numbers from PDF or DOCX invoices and send them straight to your spreadsheet.

Identity DocumentUSA

Full name

Dana Whitfield

Document type

Passport

Document number

X1234567

Issue date

2019-06-02

Expiry date

2029-06-01

Identity Document

Extract name, document number, and key dates from passports, national IDs, and licenses with review before send.

Bank Statement

Account number: ****4421

Statement date

2024-01-31

DateDescriptionAmount
01/12ACH Payroll Deposit+$4,060.00
01/14Blue Bottle Coffee-$20.01
01/18Rent — Oak St-$1,850.00
01/22Wire Transfer In+$2,400.00
01/28Utilities — Electric-$142.50
Opening balance$12,430.10
Closing balance$9,884.55
Bank Statement

Turn bank and credit card statements into structured balances and transactions for reconciliation.

Pay Stub

Dana Whitfield

Pay period

2024-02

Earnings

Gross pay$5,200.00

Deductions

Deductions$1,140.00
Net pay$4,060.00
Pay Stub

Any questions?

Check out our documentation

What documents can I use?

Voided checks, bank letters, and onboarding forms. Map the fields you need for verification.

Can I review before saving details?

Yes. Every field is editable and approved by you before anything is delivered downstream.

Are international formats supported?

Yes. Define IBAN, SWIFT, sort code, or routing number fields for your regions.

Can I prevent duplicate submissions?

Parsedit deduplicates identical uploads so you never process the same check twice.

Templates

Extract bank details for onboarding

Create your first parser in minutes. No code, no setup calls.

Create a parserCompare plans

Voided check support

Read checks, letters, and onboarding PDFs.

Manual review gate

Approve every digit before payout setup.

Extract employee, pay period, earnings, and deductions from pay stubs and payslips.

Invoice

Aceware Inc

Invoice #INV-8821
Date2024-01-15

Bill to

DescriptionQtyAmount
Consulting services8$975.00
Implementation support4$420.00
Documentation package2$185.00
Subtotal$7,800.00
Tax$719.00
Total$8,519.00
Invoice

Pull vendor, dates, totals, and invoice numbers from PDF or DOCX invoices and send them straight to your spreadsheet.