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Extract Bank Statements Data
ASecurityExtract structured fields from bank statements documents.
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- Added September 10, 2026
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[](https://www.skillsdirectory.com/skills/iterationlayer-extract-bank-statements-data)---
name: extract-bank-statements-data
description: Extract structured fields from bank statements documents.
---
# Extract Bank Statements Data
Finance teams use this recipe to extract Bank Statements details and transaction tables from PDFs instead of manually rekeying statement activity.
## APIs Used
Document Extraction (1 credit per page)
## Prerequisites
You need an Iteration Layer API key. Get one at [platform.iterationlayer.com](https://platform.iterationlayer.com) during the 7-day trial.
For full integration guidance (SDKs, auth, MCP, error handling), see the [Iteration Layer Integration Guide](https://iterationlayer.com/SKILL.md).
## Implementation
```bash
curl -X POST https://api.iterationlayer.com/document-extraction/v1/extract \
-H "Authorization: Bearer YOUR_API_KEY" \
-H "Content-Type: application/json" \
-d '{
"files": [
{
"type": "url",
"name": "bank-statements.pdf",
"url": "https://example.com/documents/bank-statements-sample.pdf"
}
],
"schema": {
"fields": [
{
"name": "account_holder",
"type": "TEXT",
"description": "Account holder name"
},
{
"name": "institution_name",
"type": "TEXT",
"description": "Bank, card issuer, or financial institution name"
},
{
"name": "account_number",
"type": "TEXT",
"description": "Masked account or card number"
},
{
"name": "statement_start_date",
"type": "DATE",
"description": "Statement period start date"
},
{
"name": "statement_end_date",
"type": "DATE",
"description": "Statement period end date"
},
{
"name": "opening_balance",
"type": "CURRENCY_AMOUNT",
"description": "Opening balance"
},
{
"name": "closing_balance",
"type": "CURRENCY_AMOUNT",
"description": "Closing balance"
},
{
"name": "transactions",
"type": "ARRAY",
"description": "Statement transaction lines",
"fields": [
{
"name": "transaction_date",
"type": "DATE",
"description": "Transaction date"
},
{
"name": "description",
"type": "TEXT",
"description": "Transaction description"
},
{
"name": "amount",
"type": "CURRENCY_AMOUNT",
"description": "Transaction amount"
}
]
},
{
"name": "currency",
"type": "CURRENCY_CODE",
"description": "Currency code"
}
]
}
}'
```
```typescript
import { IterationLayer } from "iterationlayer";
const client = new IterationLayer({ apiKey: "YOUR_API_KEY" });
const result = await client.extractDocument({
"files": [
{
"type": "url",
"name": "bank-statements.pdf",
"url": "https://example.com/documents/bank-statements-sample.pdf"
}
],
"schema": {
"fields": [
{
"name": "account_holder",
"type": "TEXT",
"description": "Account holder name"
},
{
"name": "institution_name",
"type": "TEXT",
"description": "Bank, card issuer, or financial institution name"
},
{
"name": "account_number",
"type": "TEXT",
"description": "Masked account or card number"
},
{
"name": "statement_start_date",
"type": "DATE",
"description": "Statement period start date"
},
{
"name": "statement_end_date",
"type": "DATE",
"description": "Statement period end date"
},
{
"name": "opening_balance",
"type": "CURRENCY_AMOUNT",
"description": "Opening balance"
},
{
"name": "closing_balance",
"type": "CURRENCY_AMOUNT",
"description": "Closing balance"
},
{
"name": "transactions",
"type": "ARRAY",
"description": "Statement transaction lines",
"fields": [
{
"name": "transaction_date",
"type": "DATE",
"description": "Transaction date"
},
{
"name": "description",
"type": "TEXT",
"description": "Transaction description"
},
{
"name": "amount",
"type": "CURRENCY_AMOUNT",
"description": "Transaction amount"
}
]
},
{
"name": "currency",
"type": "CURRENCY_CODE",
"description": "Currency code"
}
]
}
});
```
```python
from iterationlayer import IterationLayer
client = IterationLayer(api_key="YOUR_API_KEY")
result = client.extract_document(**{
"files": [
{
"type": "url",
"name": "bank-statements.pdf",
"url": "https://example.com/documents/bank-statements-sample.pdf"
}
],
"schema": {
"fields": [
{
"name": "account_holder",
"type": "TEXT",
"description": "Account holder name"
},
{
"name": "institution_name",
"type": "TEXT",
"description": "Bank, card issuer, or financial institution name"
},
{
"name": "account_number",
"type": "TEXT",
"description": "Masked account or card number"
},
{
"name": "statement_start_date",
"type": "DATE",
"description": "Statement period start date"
},
{
"name": "statement_end_date",
"type": "DATE",
"description": "Statement period end date"
},
{
"name": "opening_balance",
"type": "CURRENCY_AMOUNT",
"description": "Opening balance"
},
{
"name": "closing_balance",
"type": "CURRENCY_AMOUNT",
"description": "Closing balance"
},
{
"name": "transactions",
"type": "ARRAY",
"description": "Statement transaction lines",
"fields": [
{
"name": "transaction_date",
"type": "DATE",
"description": "Transaction date"
},
{
"name": "description",
"type": "TEXT",
"description": "Transaction description"
},
{
"name": "amount",
"type": "CURRENCY_AMOUNT",
"description": "Transaction amount"
}
]
},
{
"name": "currency",
"type": "CURRENCY_CODE",
"description": "Currency code"
}
]
}
})
```
```go
package main
import il "github.com/iterationlayer/sdk-go"
func main() {
client := il.NewClient("YOUR_API_KEY")
result, err := client.ExtractDocument(il.ExtractDocumentRequest{
Files: []il.FileInput{
il.FileInput{
Type: "url",
Name: "bank-statements.pdf",
Url: "https://example.com/documents/bank-statements-sample.pdf",
},
},
Schema: il.ExtractionSchema{
Fields: []any{
il.TextFieldConfig{
Name: "account_holder",
Type: "TEXT",
Description: "Account holder name",
},
il.TextFieldConfig{
Name: "institution_name",
Type: "TEXT",
Description: "Bank, card issuer, or financial institution name",
},
il.TextFieldConfig{
Name: "account_number",
Type: "TEXT",
Description: "Masked account or card number",
},
il.DateFieldConfig{
Name: "statement_start_date",
Type: "DATE",
Description: "Statement period start date",
},
il.DateFieldConfig{
Name: "statement_end_date",
Type: "DATE",
Description: "Statement period end date",
},
il.CurrencyAmountFieldConfig{
Name: "opening_balance",
Type: "CURRENCY_AMOUNT",
Description: "Opening balance",
},
il.CurrencyAmountFieldConfig{
Name: "closing_balance",
Type: "CURRENCY_AMOUNT",
Description: "Closing balance",
},
il.ArrayFieldConfig{
Name: "transactions",
Type: "ARRAY",
Description: "Statement transaction lines",
Fields: []any{
il.DateFieldConfig{
Name: "transaction_date",
Type: "DATE",
Description: "Transaction date",
},
il.TextFieldConfig{
Name: "description",
Type: "TEXT",
Description: "Transaction description",
},
il.CurrencyAmountFieldConfig{
Name: "amount",
Type: "CURRENCY_AMOUNT",
Description: "Transaction amount",
},
},
},
il.CurrencyCodeFieldConfig{
Name: "currency",
Type: "CURRENCY_CODE",
Description: "Currency code",
},
},
},
})
if err != nil {
panic(err)
}
_ = result
}
```
```n8n
{
"name": "Extract Bank Statements Data",
"nodes": [
{
"parameters": {
"content": "## Extract Bank Statements Data\n\nFinance teams use this recipe to extract Bank Statements details and transaction tables from PDFs instead of manually rekeying statement activity.\n\n**Note:** This workflow uses the Iteration Layer community node (`n8n-nodes-iterationlayer`). Install it via Settings > Community Nodes on self-hosted n8n, or add it directly on n8n Cloud with Verified Community Nodes enabled.",
"height": 280,
"width": 500,
"color": 2
},
"type": "n8n-nodes-base.stickyNote",
"typeVersion": 1,
"position": [
200,
40
],
"id": "extract-bank-statements-data-overview",
"name": "Overview"
},
{
"parameters": {},
"type": "n8n-nodes-base.manualTrigger",
"typeVersion": 1,
"position": [
250,
300
],
"id": "extract-bank-statements-data-trigger",
"name": "Manual Trigger"
},
{
"parameters": {
"resource": "documentExtraction",
"schemaInputMode": "rawJson",
"schemaJson": "{\n \"fields\": [\n {\n \"name\": \"account_holder\",\n \"type\": \"TEXT\",\n \"description\": \"Account holder name\"\n },\n {\n \"name\": \"institution_name\",\n \"type\": \"TEXT\",\n \"description\": \"Bank, card issuer, or financial institution name\"\n },\n {\n \"name\": \"account_number\",\n \"type\": \"TEXT\",\n \"description\": \"Masked account or card number\"\n },\n {\n \"name\": \"statement_start_date\",\n \"type\": \"DATE\",\n \"description\": \"Statement period start date\"\n },\n {\n \"name\": \"statement_end_date\",\n \"type\": \"DATE\",\n \"description\": \"Statement period end date\"\n },\n {\n \"name\": \"opening_balance\",\n \"type\": \"CURRENCY_AMOUNT\",\n \"description\": \"Opening balance\"\n },\n {\n \"name\": \"closing_balance\",\n \"type\": \"CURRENCY_AMOUNT\",\n \"description\": \"Closing balance\"\n },\n {\n \"name\": \"transactions\",\n \"type\": \"ARRAY\",\n \"description\": \"Statement transaction lines\",\n \"fields\": [\n {\n \"name\": \"transaction_date\",\n \"type\": \"DATE\",\n \"description\": \"Transaction date\"\n },\n {\n \"name\": \"description\",\n \"type\": \"TEXT\",\n \"description\": \"Transaction description\"\n },\n {\n \"name\": \"amount\",\n \"type\": \"CURRENCY_AMOUNT\",\n \"description\": \"Transaction amount\"\n }\n ]\n },\n {\n \"name\": \"currency\",\n \"type\": \"CURRENCY_CODE\",\n \"description\": \"Currency code\"\n }\n ]\n}",
"files": {
"fileValues": [
{
"fileInputMode": "url",
"fileName": "bank-statements.pdf",
"fileUrl": "https://example.com/documents/bank-statements-sample.pdf"
}
]
}
},
"type": "n8n-nodes-iterationlayer.iterationLayer",
"typeVersion": 1,
"position": [
500,
300
],
"id": "extract-bank-statements-data-extract",
"name": "Extract Data",
"credentials": {
"iterationLayerApi": {
"id": "1",
"name": "Iteration Layer API"
}
}
}
],
"connections": {
"Manual Trigger": {
"main": [
[
{
"node": "Extract Data",
"type": "main",
"index": 0
}
]
]
}
},
"settings": {
"executionOrder": "v1"
}
}
```
```prompt
Extract bank statements data from the file at [file URL]. Use the extract_document tool with these fields:
- account_holder (TEXT): Account holder name
- institution_name (TEXT): Bank, card issuer, or financial institution name
- account_number (TEXT): Masked account or card number
- statement_start_date (DATE): Statement period start date
- statement_end_date (DATE): Statement period end date
- opening_balance (CURRENCY_AMOUNT): Opening balance
- closing_balance (CURRENCY_AMOUNT): Closing balance
- transactions (ARRAY): Each with transaction_date (DATE), description (TEXT), amount (CURRENCY_AMOUNT)
- currency (CURRENCY_CODE): Currency code
```
### Response
```json
{
"success": true,
"data": {
"account_holder": {
"value": "Account Holder",
"confidence": 0.97,
"citations": [
"ACCOUNT HOLDER"
]
},
"institution_name": {
"value": "Institution Name",
"confidence": 0.97,
"citations": [
"INSTITUTION NAME"
]
},
"account_number": {
"value": "Account Number",
"confidence": 0.97,
"citations": [
"ACCOUNT NUMBER"
]
},
"statement_start_date": {
"value": "2026-04-15",
"confidence": 0.97,
"citations": [
"15 Apr 2026"
]
},
"statement_end_date": {
"value": "2026-04-15",
"confidence": 0.97,
"citations": [
"15 Apr 2026"
]
},
"opening_balance": {
"value": {
"amount": "1234.56",
"currency": "EUR"
},
"confidence": 0.97,
"citations": [
"EUR 1,234.56"
]
},
"closing_balance": {
"value": {
"amount": "1234.56",
"currency": "EUR"
},
"confidence": 0.97,
"citations": [
"EUR 1,234.56"
]
},
"transactions": {
"value": [
{
"transaction_date": {
"value": "2026-04-15",
"confidence": 0.96,
"citations": [
"15 Apr 2026"
]
},
"description": {
"value": "Description",
"confidence": 0.96,
"citations": [
"DESCRIPTION"
]
},
"amount": {
"value": {
"amount": "1234.56",
"currency": "EUR"
},
"confidence": 0.96,
"citations": [
"EUR 1,234.56"
]
}
}
],
"confidence": 0.97,
"citations": [
"TRANSACTIONS"
]
},
"currency": {
"value": "EUR",
"confidence": 0.97,
"citations": [
"CURRENCY"
]
}
}
}
```
## Links
- [Integration guide](https://iterationlayer.com/SKILL.md)
- [Full documentation](https://iterationlayer.com/docs)
- [OpenAPI spec](https://api.iterationlayer.com/openapi.json)
- [Browse all recipes](https://iterationlayer.com/recipes)
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