How to Extract Statement of Assets using PDF.co Document Parser

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

Open PDF.co Account
Create New Template
Load Test PDF
Add Object
Set Object Properties
Run Template
Parser Result
Save Template and Return

We will use this sample Statement of Assets and extract the sub-total value. Find more tutorials on PDF bank statement extraction.

Screenshot of Statement of Assets — *Screenshot of the Statement of Assets*

Step 1: Open PDF.co Account

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

Step 2: Create New Template

Next, click on the New Template button to create a new template.

Step 3: Load Test PDF

On your Document Parser Template Editor, click on the Load Test PDF button to load the source file.

Step 4: Add Object

After loading the source file, click on the Add Object button and choose the Add Field from Text Search object.

Step 5: Set Object Properties

Let’s set up the expression.

In the Expression field, type Subtotal{{Spaces}}({{Digits}}) to get the subtotal value. You can use the Insert Macro to fill out the expression. To learn more about expressions, please check out this guide.
Then, put a checkmark on the Regex box to capture everything inside the parenthesis and display it as a result.

Step 6: Run Template

Now, click the Run Template button to see the result.

Step 7: Parser Result

Here’s the extracted subtotal value from the Statement of Assets.

Step 8: Save Template and Return

Once you’re done creating the template and getting the desired output. You may now save it.

In this tutorial, you learned how to extract a Statement of Assets using PDF.co Document Parser. You learned how to set up the object properties and extract data from the statement. You also learned how to create a new template using the PDF.co Document Parser Template Editor.