How to extract transactions from a financial document using Aidocmaker.com
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.
Choose an AI Model of choice, but Auto Mode is recommended
Provide background information such as the type of document (e.g., bank statement, credit card statement) or any specific details to improve extraction accuracy.
Provide the instructions to extract transactions
Type the instructions
Use Optimize button to optimize the 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.
Upload the following files:
Add the following URLs if needed:
The extracted transactions will be presented in a structured format, such as a table, including:
Try extracting your own transactions on Aidocmaker.com!