Free bank statement OCR

What the free bank statement extractor reads

A statement is two things on one page: a header with the bank, the holder and the balances, and a table of transactions. The free try returns both, the header as named fields and the transactions as rows, so you get a table rather than a wall of OCR text. Because it works out the fields from the page, it doesn't need a template for your bank.

• Bank and branch: bank name, branch, address.
• Account: holder name, account number, IBAN, account type, currency.
• Period: statement date, start date and end date.
• Balances: opening balance, closing balance, total deposits and withdrawals.
• Transactions: date, description, reference, debit, credit and running balance.

Bank statement to text, Excel or CSV

Once the statement is read, use Download to save it as Excel (.xlsx), CSV or JSON, or copy the fields as text. For a spreadsheet with amounts you can sum, see bank statement to Excel. For a file to import into QuickBooks, Xero or another accounting package, see bank statement to CSV.

Bank statement names and formats by region

The same document goes by different names, and the identifiers on it change with the country. These are the ones people search for and the details to look for on each.

Types of bank statement you can upload

• Current, checking and savings account statements.
• Business account statements, including salary and payroll accounts.
• Credit card statements, and mini statements from an ATM or app.
• Scanned statements and passbook pages, including photos taken on a phone.
• Statements with money in and out in separate columns, or one signed amount column.

Long statements and multi-page files

Most statements run to several pages, and the transactions go on past the first. Lenders and bookkeepers need all of them, which is why an account reads every page and joins the rows into one table. A run is also flagged if the table comes back shorter than the statement, so missing rows don't pass unnoticed. See the full field list for all 41 bank statement fields.

curl -X POST "$DOCREFINERY_API/v1/workflows/wf_demo_bank_statement/run" \
  -H "Authorization: Bearer $DOCREFINERY_API_KEY" \
  -F "[email protected]"

# Take trace_id from the answer, then poll until status is "fulfilled"
curl "$DOCREFINERY_API/v1/runway/9f1c0a7e" \
  -H "Authorization: Bearer $DOCREFINERY_API_KEY"

{
  "trace_id": "9f1c0a7e",
  "status": "fulfilled",
  "document_type": "bank_statement",
  "result": {
    "fields": [
      {
        "key": "client_name",
        "alias": "Client Name",
        "text": "Alex Sample",
        "field_confidence": 0.99,
        "location": { "page": 1, "bbox": [0.08, 0.12, 0.46, 0.14] }
      },
      {
        "key": "account_number",
        "alias": "Account Number",
        "text": "0012 3456 7890",
        "field_confidence": 0.98,
        "location": { "page": 1, "bbox": [0.08, 0.17, 0.46, 0.19] }
      },
      {
        "key": "statement_start_date",
        "alias": "Statement Start Date",
        "text": "2026-09-01",
        "field_confidence": 0.97,
        "location": { "page": 1, "bbox": [0.08, 0.22, 0.46, 0.24] }
      },
      {
        "key": "transactions",
        "alias": "Transactions",
        "table": [
          [
            { "key": "date", "alias": "Date", "text": "2026-09-02" },
            { "key": "description", "alias": "Description", "text": "Card payment, Market Hall" },
            { "key": "amount", "alias": "Amount", "text": "-48.20" },
            { "key": "balance", "alias": "Balance", "text": "4,162.35" }
          ]
        ]
      }
    ],
    "extraction_approval": "auto",
    "low_confidence_fields": []
  }
}