How to Extract Bank of America Statement using PDF.co Document Parser - PDF.co

In this tutorial, we will show you how to extract a Bank of America Statement using PDF.co Document Parser.

PDF.co Document Parser
Create New Template
Load Source File
Click Add Object
Add Another Object
Run Template
Template Result
Save Template

We will use this sample Bank of America Statement in this tutorial. Find more tutorials on extraction of bank statements in PDF.

Sample Bank of America Statement — Sample Bank of America Statement

Step 1: PDF.co Document Parser

To begin. First, log into your PDF.co account and click on the Document Parser menu.

Step 2: Create New Template

On the Document Parser page, click on the New Template button.

Step 3: Load Source File

Next, click on the Load Test PDF button to load the source file.

Step 4: Click Add Object

Then, click on the Add Object button and choose the Add Field from Rectangle Selection.
Drag the rectangle into the text you’d like to parse data.

Step 5: Add Another Object

Let’s add another object and choose the Add Field from Text Search.
For the Expression, use macros to find specific text such as Account Number and return its value. Account Number:{{Spaces}}(?<value>{{Digits}}{{Spaces}}{{Digits}}{{Spaces}}{{Digits}}). To learn more about expressions, please check out this guide.
Then, tick on the Regex box.

Step 6: Run Template

Once you’re done setting up, you may now run the template.

Step 7: Template Result

Here’s the output that we extracted from the statement.

Step 8: Save Template

After creating the template and getting your desired output. You may now save it.

In this tutorial, you learned how to extract a Bank of America Statement using PDF.co Document Parser. You also learned how to create a new template.

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