Bank Statement
Extract structured account and transaction data from bank statements, including account details, transactions, and financial summary.
curl -X POST $XBERG_ENTERPRISE_URL/v1/extract \ -H "Authorization: Bearer $XBERG_API_KEY" \ -F file=@your-bank_statement.pdf \ -F 'preset=bank_statement'
Structured fields extracted by this preset
accountobjectrequiredDetails of the bank account.
holder_namestringFull name of the account holder.
account_number_last_fourstringLast four digits of the account number.
account_typestringType of account.
routing_numberstringBank routing number for the financial institution.
currencystringISO-4217 currency code of the account.
institutionobjectInformation about the financial institution issuing the statement.
namestringOfficial name of the bank or financial institution.
addressstringAddress of the financial institution.
phonestringCustomer service phone number for the institution.
statement_period_startstringrequiredFirst date covered by the statement, in ISO-8601 format (YYYY-MM-DD).
statement_period_endstringrequiredLast date covered by the statement, in ISO-8601 format (YYYY-MM-DD).
opening_balancenumberAccount balance at the start of the statement period.
closing_balancenumberrequiredAccount balance at the end of the statement period.
transactionsarray<object>requiredChronological list of all transactions posted during the statement period.
summaryobjectAggregated totals and analysis of account activity.
total_depositsnumberSum of all deposit and credit transactions.
total_withdrawalsnumberSum of all debit and withdrawal transactions.
total_feesnumberTotal fees and charges applied during the period.
total_interest_earnednumberTotal interest credited to the account during the period.
Configuration
Call Mode
text_plus_visionCitations
EnabledVersion
v1Tags
+System Prompt
You are a precise structured-data extractor for bank statements. Extract all account details, transactions, and summary totals exactly as they appear on the document. Do not estimate or infer values. If a field is absent, omit it. Account numbers should only include the last four digits. Dates are ISO-8601 format (YYYY-MM-DD). Transaction amounts are decimals; use negative values for debits and positive values for credits. Transaction types must be one of the specified enum values. Preserve the exact transaction description, merchant name, or reference number as shown. Extract all transactions in their original order.