Bank Statement To JSON

Goal

Turn a bank statement into normalized JSON with citations for the fields your application needs.

Sample Document

Use the built-in Bank Statement Platform example. The example includes a saved schema with fields for account_number, account_holder, summary, transactions, and checks_paid.

Use This Workflow

Use Extract -> Schema because a bank statement usually has one document-level structure: account identity, statement period, summary balances, transaction rows, and checks.

Platform Steps

Upload the statement

Open New Extraction, upload a representative statement, and run Extract.

Add Schema

Add a Schema step and define fields for account metadata, balances, transactions, and checks.

Test citations

Review the Schema result and click citations to confirm each value came from the right part of the document.

Save a schema preset

Once the output is stable, save the schema preset and use Show Code for the production implementation.

Schema

{
  "type": "object",
  "properties": {
    "account_number": {
      "type": "string",
      "description": "The bank account number shown on the statement"
    },
    "account_holder": {
      "type": "string",
      "description": "The person or business that owns the account"
    },
    "summary": {
      "type": "object",
      "description": "Opening balance, deposits, withdrawals, fees, and closing balance",
      "properties": {
        "opening_balance": { "type": "number" },
        "closing_balance": { "type": "number" },
        "total_deposits": { "type": "number" },
        "total_withdrawals": { "type": "number" }
      }
    },
    "transactions": {
      "type": "array",
      "description": "Individual transaction rows in the statement",
      "items": {
        "type": "object",
        "properties": {
          "date": { "type": "string" },
          "description": { "type": "string" },
          "amount": { "type": "number" },
          "type": { "type": "string", "enum": ["credit", "debit"] }
        }
      }
    }
  },
  "required": ["account_number", "account_holder", "summary", "transactions"]
}

Python

from pulse import Pulse

client = Pulse(api_key="YOUR_API_KEY")

schema = {
    "type": "object",
    "properties": {
        "account_number": {"type": "string", "description": "The account number"},
        "account_holder": {"type": "string", "description": "The owner of the account"},
        "summary": {
            "type": "object",
            "properties": {
                "opening_balance": {"type": "number"},
                "closing_balance": {"type": "number"},
                "total_deposits": {"type": "number"},
                "total_withdrawals": {"type": "number"},
            },
        },
        "transactions": {
            "type": "array",
            "items": {
                "type": "object",
                "properties": {
                    "date": {"type": "string"},
                    "description": {"type": "string"},
                    "amount": {"type": "number"},
                    "type": {"type": "string", "enum": ["credit", "debit"]},
                },
            },
        },
    },
    "required": ["account_number", "account_holder", "summary", "transactions"],
}

extract_result = client.extract(
    file_url="https://platform.runpulse.com/api/examples/637e5678-30b1-45fa-acc4-877f2d636419/pdf"
)

schema_result = client.schema(
    extraction_id=extract_result.extraction_id,
    schema_config={
        "input_schema": schema,
        "schema_prompt": "Extract statement metadata, balances, transactions, and checks.",
    },
)

print(schema_result.schema_output["values"])

TypeScript

import { PulseClient } from "pulse-ts-sdk";

const client = new PulseClient({ apiKey: "YOUR_API_KEY" });

const extractResult = await client.extract({
  fileUrl: "https://platform.runpulse.com/api/examples/637e5678-30b1-45fa-acc4-877f2d636419/pdf",
});

const schemaResult = await client.schema({
  extraction_id: extractResult.extraction_id,
  schema_config: {
    input_schema: {
      type: "object",
      properties: {
        account_number: { type: "string", description: "The account number" },
        account_holder: { type: "string", description: "The owner of the account" },
        summary: {
          type: "object",
          properties: {
            opening_balance: { type: "number" },
            closing_balance: { type: "number" },
            total_deposits: { type: "number" },
            total_withdrawals: { type: "number" },
          },
        },
        transactions: {
          type: "array",
          items: {
            type: "object",
            properties: {
              date: { type: "string" },
              description: { type: "string" },
              amount: { type: "number" },
              type: { type: "string", enum: ["credit", "debit"] },
            },
          },
        },
      },
      required: ["account_number", "account_holder", "summary", "transactions"],
    },
    schema_prompt: "Extract statement metadata, balances, transactions, and checks.",
  },
});

console.log(schemaResult.schema_output?.values);

Checks

Reconcile extracted transaction totals against the statement summary before writing to a system of record.
Keep debits, credits, fees, and checks explicit; do not rely on sign alone if your downstream ledger expects labels.
Review citations for any transaction used in compliance, underwriting, lending, or audit workflows.
Save a schema preset after testing several statement formats.

Extract -> Schema

Build this visually in the Platform.

Schema Guidelines

Improve structured output quality.

Start Here

Extraction Recipes

Retrieval & Agents

Production & Storage

Bank Statement To JSON

Goal

Sample Document

Use This Workflow

Platform Steps

Schema

Python

TypeScript

Checks

Extract -> Schema

Schema Guidelines

​Goal

​Sample Document

​Use This Workflow

​Platform Steps

​Schema

​Python

​TypeScript

​Checks

​Related

Extract -> Schema

Schema Guidelines

Goal

Sample Document

Use This Workflow

Platform Steps

Schema

Python

TypeScript

Checks

Related