Extracting data from bank statements can be quite hard and time-consuming, especially if you need to do it on a regular basis. However, with the help of PDF.co and Zapier, you can automate this process and save yourself a significant amount of time and effort.
Capital One bank statements are financial documents that provide detailed information about the transactions made on a Capital One account. These statements typically include information such as the date of the transaction, the amount, the account balance, and the name of the merchant or payee. Capital One bank statements can be accessed online through the bank’s online banking platform or through a mobile app. They can also be sent via mail to customers who prefer to receive paper statements. Capital One bank statements are useful for tracking financial activity, reconciling accounts, and monitoring fraudulent activity. They are also required for tax purposes and for record-keeping.
In this tutorial, we will show you how to extract data from Capital One bank statements using PDF.co and Zapier workflow.
- Create a Zap
- Google Drive App
- Google Drive Configuration
- Test Trigger
- Add PDF.co App
- Setup PDF.co Configuration
- Test Action
- PDF to CSV Output
We will use this sample Capital One Bank statements in this tutorial. You can extract bank statements of your choice.
To get started, you’ll need to create an account with PDF.co. It allows you to convert PDFs to a variety of different formats, including Excel, CSV, and JSON.
Next, you’ll need to create an account with Zapier. This is a web automation tool that connects different apps and services together, allowing you to automate repetitive tasks.
Once you’ve created your accounts, you’ll need to connect PDF.co to Zapier. This can be done by going to your Zapier dashboard and searching for PDF.co in the app directory. Once you’ve found it, click “Connect” to link the two apps.
Well, now that everything is set, let’s proceed to the actual tutorial.
Step 1: Create a Zap
Once PDF.co is connected to Zapier, you can create a new zap. This is a series of steps that define the automation task you want to perform. For this example, we will create a zap that automatically extracts data from Capital One bank statements using PDF.co.
To begin, log into your Zapier account and click the Create Zap button.
Step 2: Google Drive App
The first step in creating the zap is to configure the trigger. This is the event that will start the automation process. In this case, we will use the “New File in Dropbox” trigger, which will start the zap whenever a new file is added to a specified Dropbox folder.
- Next, select the Google Drive app and choose the New File in Folder as a trigger.
Step 3: Google Drive Configuration
Let’s set up the Google Drive configuration
- In the Drive field, select My Google Drive.
- In the Folder field, select the folder where the file resides.
Step 4: Test Trigger
- Once you are done setting up the configuration, click on the test trigger button to make sure that we set it up correctly.
The test trigger was successful, we can now add another app.
Step 5: Add PDF.co App
The next step is to add the PDF.co action. This is the step that will extract the data from the bank statement.
- Search and select the PDF.co app. Then, choose the PDF to Anything Converter for the action event. Then, you’ll need to configure the settings for the action, including the file type, the data fields you want to extract, and any other relevant options.
Step 6: Setup PDF.co Configuration
The final step is to add the final action. This is the step that will perform the desired action with the extracted data. For example, if you want to save the data to a CSV file, you should configure PDF.co accordingly.
Let’s set up the PDF.co configuration.
- For the Output Format field, select the CSV (comma-separated values). To return the output value into a CSV file.
- In the PDF URL field, select the Web Content Link from Google Drive.
- For the Name field, type in your desired output CSV file name.
Step 7: Test Action
- Now, let’s test the action to see the result.
Step 8: Test Result
- Great! The test was successful. Kindly copy the URL and paste it into your browser to view the output.
Step 9: PDF to CSV Output
- Here’s the extracted data from Capital One Bank Statements in CSV format.
With all steps completed, you can now turn on the Zap. Every time you add a new bank statement to the specified Dropbox folder, the zap will automatically extract the data using PDF.co and store it in the specified format, be it Excel or Google Sheets.
By following these steps, you can easily automate the process of extracting data from Capital One bank statements using PDF.co and Zapier. With this automation in place, you can save yourself a significant amount of time and effort and focus on more important tasks.
So, now you’ve learned how to extract data from Capital One Bank Statements using Zapier. You also learned how to use the PDF.co Web API to extract data in CSV format.
Extract Data from Capital One Bank Statements – Video Guide
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