In this tutorial, we will show you how to extract Bank Statement using PDF.co and Make

  1. Create a New Scenario
  2. Google Drive Module
  3. Select Download a File
  4. Google Drive Configuration
  5. Add PDF.co Module
  6. Select Parse a Document
  7. PDF.co Configuration
  8. Parser Result

Here’s the sample Bank Statement and the extracted JSON Output

Sample Bank Statement and JSON Output
Sample Bank Statement and JSON Output

Step-by-Step Guide:

Step 1: Create a New Scenario

  • To begin. First, log into your Make account and click the Create a New Scenario button.

Step 2: Google Drive Module

  • Next, search and select the Google Drive module.

Google Drive Module

Step 3: Select Download a File

  • Then, select the Download a File as a trigger.

Select Download a File

Step 4: Google Drive Configuration

Let’s set up the configuration

  • For the Enter a File ID field, choose Select from the list to fill out the file ID.
  • For the Choose a Drive field, select the My Drive.
  • Under the File ID field, choose the folder where your file resides.

Google Drive Configuration

Step 5: Add PDF.co Module

  • Let’s add another module. This time select PDF.co so we can call the module to extract bank statements.

Add PDF.co Module

Step 6: Select Parse a Document

  • Next, select the Parse a Document module to parse data from documents.

Select Parse a Document

Step 7: PDF.co Configuration

Let’s set up the PDF.co configuration

  • In the Input File dropdown box, select Upload a File. It will automatically load files from Google Drive.
  • In the Document Parser Template ID field, add the Id of your template. You can create a new template on the Document Parser Template Editor here.
  • For the Output Format dropdown box, choose the JSON format.

PDF.co Configuration

Step 8: Parser Result

  • Great! Our test was a success. Kindly copy the URL and paste it into your browser to view the output.

Test Result

In this tutorial, you learned how to extract bank statements using PDF.co and Make. You learned how to create a template and get its ID. You also learned how to set up the Parse a Document module to get your expected output.

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