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.

Step 1: Select AI Model

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

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.

Step 3: Instructions

Provide the instructions to extract transactions
  • Type the instructions Instructions Example
    Extract all transactions from this bank statement
  • Use Optimize button to optimize the instructions Optimized 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.

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
Imports

Step 5: Generate and Download!

Generate 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)
Results Example Try extracting your own transactions on Aidocmaker.com!