Templates
Turn bank and credit card statements into structured balances and transactions for reconciliation and reporting.
Extract balances, periods, and transaction counts. Feed structured data into your reconciliation workflow.
A sample of the structured output for this document type.
Fields in your schema
Define opening balance, closing balance, period, and transaction fields once. Parsedit reads PDFs and scans against that schema, then surfaces each value for review before it reaches your reconciliation sheet or webhook.
Finance teams use Parsedit to reconcile accounts without re-keying statement data. Low-confidence fields land in your queue; you edit, approve, and send.
Approved rows become statement records you can match and pivot without reopening each PDF. Send them to Google Sheets for month-end reconciliation, or POST structured JSON to your accounting or treasury system.
The same field names apply on every upload, so balances, periods, and transaction counts stay in comparable columns as volume grows. Finance gets one reliable dataset instead of reconciling mismatched exports from each bank layout.
Purpose-built capabilities for this document type.
Opening and closing balances from any statement layout.
Date, description, and amount per transaction row.
Append rows for pivot and reconciliation in Sheets.
Scanned statements get confidence scores so you fix ambiguous amounts before export.
Define account number, period, balances, and transaction fields for your bank formats.
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
Connect Google Sheets, webhooks, Slack, Airtable, or Xero and deliver approved rows automatically.
Start from a related template and customize fields for your workflow.
Check out our documentation
As a transaction list with date, description, and amount. The structure depends on the statement format.
Yes. OCR handles scanned PDFs and images before your field schema is applied.
Any bank whose statements you can upload as PDF or image. Define fields for your specific layout.
Yes. Webhooks deliver structured statement data to your accounting or reconciliation tool.
Templates
Create your first parser in minutes. No code, no setup calls.
Handle scanned PDFs and images from any bank.
Validate balances before they reach your accounting system.
Capture merchant, date, tax, and total from receipts for expense tracking and reimbursement.