This example demonstrates how to extract a list of transactions from a financial document, such as a bank or credit card statement, using Aidocmaker.com.

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Step 1: Select AI Model

Choose an AI Model of choice, but Auto Mode is recommended

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Step 2: Optional Background Information

Provide background information such as the type of document (e.g., bank statement, credit card statement) or any specific details to improve extraction accuracy.

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Step 3: Instructions

Provide the instructions to extract transactions

  • Type the instructions

    Extract all transactions from this bank statement

  • Use Optimize button to optimize the instructions

    AI optimized instructions

  • Optional: You can also turn off images and web search capabilities if you want the extraction to be performed without external images or web data.

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Step 4: Reference Materials

Upload the following files:

  • Bank or credit card statement (PDF, CSV, or Excel)

Add the following URLs if needed:

  • Online statement access page or related documentation

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Step 5: Generate and Download!

The extracted transactions will be presented in a structured format, such as a table, including:

  • Date
  • Description
  • Amount
  • Category (if available)
  • Balance (if available)

Try extracting your own transactions on Aidocmaker.com!