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iterationlayer/skills42026年6月9日 更新
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extract-bank-statements-data
Extract structured fields from bank statements documents.
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SKILL.md（原文）
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Extract Bank Statements Data
Finance teams use this recipe to extract Bank Statements details and transaction tables from PDFs instead of manually rekeying statement activity.
APIs Used
Document Extraction (1 credit per page)
Prerequisites
You need an Iteration Layer API key. Get one at platform.iterationlayer.com during the 7-day trial.
For full integration guidance (SDKs, auth, MCP, error handling), see the Iteration Layer Integration Guide.
Implementation
curl -X POST https://api.iterationlayer.com/document-extraction/v1/extract \
-H "Authorization: Bearer YOUR_API_KEY" \
-H "Content-Type: application/json" \
-d '{
"files": [
{
"type": "url",
"name": "bank-statements.pdf",
"url": "https://example.com/documents/bank-statements-sample.pdf"
}
],
"schema": {
"fields": [
{
"name": "account_holder",
"type": "TEXT",
"description": "Account holder name"
},
{
"name": "institution_name",
"type": "TEXT",
"description": "Bank, card issuer, or financial institution name"
},
{
"name": "account_number",
"type": "TEXT",
"description": "Masked account or card number"
},
{
"name": "statement_start_date",
"type": "DATE",
"description": "Statement period start date"
},
{
"name": "statement_end_date",
"type": "DATE",
"description": "Statement period end date"
},
{
"name": "opening_balance",
"type": "CURRENCY_AMOUNT",
"description": "Opening balance"
},
{
"name": "closing_balance",
"type": "CURRENCY_AMOUNT",
"description": "Closing balance"
},
{
"name": "transactions",
"type": "ARRAY",
"description": "Statement transaction lines",
"fields": [
{
"name": "transaction_date",
"type": "DATE",
"description": "Transaction date"
},
{
"name": "description",
"type": "TEXT",
"description": "Transaction description"
},
{
"name": "amount",
"type": "CURRENCY_AMOUNT",
"description": "Transaction amount"
}
]
},
{
"name": "currency",
"type": "CURRENCY_CODE",
"description": "Currency code"
}
]
}
}'
import { IterationLayer } from "iterationlayer";
const client = new IterationLayer({ apiKey: "YOUR_API_KEY" });
const result = await client.extractDocument({
"files": [
{
"type": "url",
"name": "bank-statements.pdf",
"url": "https://example.com/documents/bank-statements-sample.pdf"
}
],
"schema": {
"fields": [
{
"name": "account_holder",
"type": "TEXT",
"description": "Account holder name"
},
{
"name": "institution_name",
"type": "TEXT",
"description": "Bank, card issuer, or financial institution name"
},
{
"name": "account_number",
"type": "TEXT",
"description": "Masked account or card number"
},
{
"name": "statement_start_date",
"type": "DATE",
"description": "Statement period start date"
},
{
"name": "statement_end_date",
"type": "DATE",
"description": "Statement period end date"
},
{
"name": "opening_balance",
"type": "CURRENCY_AMOUNT",
"description": "Opening balance"
},
{
"name": "closing_balance",
"type": "CURRENCY_AMOUNT",
"description": "Closing balance"
},
{
"name": "transactions",
"type": "ARRAY",
"description": "Statement transaction lines",
"fields": [
{
"name": "transaction_date",
"type": "DATE",
"description": "Transaction date"
},
{
"name": "description",
"type": "TEXT",
"description": "Transaction description"
},
{
"name": "amount",
"type": "CURRENCY_AMOUNT",
"description": "Transaction amount"
}
]
},
{
"name": "currency",
"type": "CURRENCY_CODE",
"description": "Currency code"
}
]
}
});
from iterationlayer import IterationLayer
client = IterationLayer(api_key="YOUR_API_KEY")
result = client.extract_document(**{
"files": [
{
"type": "url",
"name": "bank-statements.pdf",
"url": "https://example.com/documents/bank-statements-sample.pdf"
}
],
"schema": {
"fields": [
{
"name": "account_holder",
"type": "TEXT",
"description": "Account holder name"
},
{
"name": "institution_name",
"type": "TEXT",
"description": "Bank, card issuer, or financial institution name"
},
{
"name": "account_number",
"type": "TEXT",
"description": "Masked account or card number"
},
{
"name": "statement_start_date",
"type": "DATE",
"description": "Statement period start date"
},
{
"name": "statement_end_date",
"type": "DATE",
"description": "Statement period end date"
},
{
"name": "opening_balance",
"type": "CURRENCY_AMOUNT",
"description": "Opening balance"
},
{
"name": "closing_balance",
"type": "CURRENCY_AMOUNT",
"description": "Closing balance"
},
{
"name": "transactions",
"type": "ARRAY",
"description": "Statement transaction lines",
"fields": [
{
"name": "transaction_date",
"type": "DATE",
"description": "Transaction date"
},
{
"name": "description",
"type": "TEXT",
"description": "Transaction description"
},
{
"name": "amount",
"type": "CURRENCY_AMOUNT",
"description": "Transaction amount"
}
]
},
{
"name": "currency",
"type": "CURRENCY_CODE",
"description": "Currency code"
}
]
}
})
package main
import il "github.com/iterationlayer/sdk-go"
func main() {
client := il.NewClient("YOUR_API_KEY")
result, err := client.ExtractDocument(il.ExtractDocumentRequest{
Files: []il.FileInput{
il.FileInput{
Type: "url",
Name: "bank-statements.pdf",
Url: "https://example.com/documents/bank-statements-sample.pdf",
},
},
Schema: il.ExtractionSchema{
Fields: []any{
il.TextFieldConfig{
Name: "account_holder",
Type: "TEXT",
Description: "Account holder name",
},
il.TextFieldConfig{
Name: "institution_name",
Type: "TEXT",
Description: "Bank, card issuer, or financial institution name",
},
il.TextFieldConfig{
Name: "account_number",
Type: "TEXT",
Description: "Masked account or card number",
},
il.DateFieldConfig{
Name: "statement_start_date",
Type: "DATE",
Description: "Statement period start date",
},
il.DateFieldConfig{
Name: "statement_end_date",
Type: "DATE",
Description: "Statement period end date",
},
il.CurrencyAmountFieldConfig{
Name: "opening_balance",
Type: "CURRENCY_AMOUNT",
Description: "Opening balance",
},
il.CurrencyAmountFieldConfig{
Name: "closing_balance",
Type: "CURRENCY_AMOUNT",
Description: "Closing balance",
},
il.ArrayFieldConfig{
Name: "transactions",
Type: "ARRAY",
Description: "Statement transaction lines",
Fields: []any{
il.DateFieldConfig{
Name: "transaction_date",
Type: "DATE",
Description: "Transaction date",
},
il.TextFieldConfig{
Name: "description",
Type: "TEXT",
Description: "Transaction description",
},
il.CurrencyAmountFieldConfig{
Name: "amount",
Type: "CURRENCY_AMOUNT",
Description: "Transaction amount",
},
},
},
il.CurrencyCodeFieldConfig{
Name: "currency",
Type: "CURRENCY_CODE",
Description: "Currency code",
},
},
},
})
if err != nil {
panic(err)
}
_ = result
}
{
"name": "Extract Bank Statements Data",
"nodes": [
{
"parameters": {
"content": "## Extract Bank Statements Data\n\nFinance teams use this recipe to extract Bank Statements details and transaction tables from PDFs instead of manually rekeying statement activity.\n\n**Note:** This workflow uses the Iteration Layer community node (`n8n-nodes-iterationlayer`). Install it via Settings > Community Nodes on self-hosted n8n, or add it directly on n8n Cloud with Verified Community Nodes enabled.",
"height": 280,
"width": 500,
"color": 2
},
"type": "n8n-nodes-base.stickyNote",
"typeVersion": 1,
"position": [
200,
40
],
"id": "extract-bank-statements-data-overview",
"name": "Overview"
},
{
"parameters": {},
"type": "n8n-nodes-base.manualTrigger",
"typeVersion": 1,
"position": [
250,
300
],
"id": "extract-bank-statements-data-trigger",
"name": "Manual Trigger"
},
{
"parameters": {
"resource": "documentExtraction",
"schemaInputMode": "rawJson",
"schemaJson": "{\n \"fields\": [\n {\n \"name\": \"account_holder\",\n \"type\": \"TEXT\",\n \"description\": \"Account holder name\"\n },\n {\n \"name\": \"institution_name\",\n \"type\": \"TEXT\",\n \"description\": \"Bank, card issuer, or financial institution name\"\n },\n {\n \"name\": \"account_number\",\n \"type\": \"TEXT\",\n \"description\": \"Masked account or card number\"\n },\n {\n \"name\": \"statement_start_date\",\n \"type\": \"DATE\",\n \"description\": \"Statement period start date\"\n },\n {\n \"name\": \"statement_end_date\",\n \"type\": \"DATE\",\n \"description\": \"Statement period end date\"\n },\n {\n \"name\": \"opening_balance\",\n \"type\": \"CURRENCY_AMOUNT\",\n \"description\": \"Opening balance\"\n },\n {\n \"name\": \"closing_balance\",\n \"type\": \"CURRENCY_AMOUNT\",\n \"description\": \"Closing balance\"\n },\n {\n \"name\": \"transactions\",\n \"type\": \"ARRAY\",\n \"description\": \"Statement transaction lines\",\n \"fields\": [\n {\n \"name\": \"transaction_date\",\n \"type\": \"DATE\",\n \"description\": \"Transaction date\"\n },\n {\n \"name\": \"description\",\n \"type\": \"TEXT\",\n \"description\": \"Transaction description\"\n },\n {\n \"name\": \"amount\",\n \"type\": \"CURRENCY_AMOUNT\",\n \"description\": \"Transaction amount\"\n }\n ]\n },\n {\n \"name\": \"currency\",\n \"type\": \"CURRENCY_CODE\",\n \"description\": \"Currency code\"\n }\n ]\n}",
"files": {
"fileValues": [
{
"fileInputMode": "url",
"fileName": "bank-statements.pdf",
"fileUrl": "https://example.com/documents/bank-statements-sample.pdf"
}
]
}
},
"type": "n8n-nodes-iterationlayer.iterationLayer",
"typeVersion": 1,
"position": [
500,
300
],
"id": "extract-bank-statements-data-extract",
"name": "Extract Data",
"credentials": {
"iterationLayerApi": {
"id": "1",
"name": "Iteration Layer API"
}
}
}
],
"connections": {
"Manual Trigger": {
"main": [
[
{
"node": "Extract Data",
"type": "main",
"index": 0
}
]
]
}
},
"settings": {
"executionOrder": "v1"
}
}
Extract bank statements data from the file at [file URL]. Use the extract_document tool with these fields:
- account_holder (TEXT): Account holder name
- institution_name (TEXT): Bank, card issuer, or financial institution name
- account_number (TEXT): Masked account or card number
- statement_start_date (DATE): Statement period start date
- statement_end_date (DATE): Statement period end date
- opening_balance (CURRENCY_AMOUNT): Opening balance
- closing_balance (CURRENCY_AMOUNT): Closing balance
- transactions (ARRAY): Each with transaction_date (DATE), description (TEXT), amount (CURRENCY_AMOUNT)
- currency (CURRENCY_CODE): Currency code
Response
{
"success": true,
"data": {
"account_holder": {
"value": "Account Holder",
"confidence": 0.97,
"citations": [
"ACCOUNT HOLDER"
]
},
"institution_name": {
"value": "Institution Name",
"confidence": 0.97,
"citations": [
"INSTITUTION NAME"
]
},
"account_number": {
"value": "Account Number",
"confidence": 0.97,
"citations": [
"ACCOUNT NUMBER"
]
},
"statement_start_date": {
"value": "2026-04-15",
"confidence": 0.97,
"citations": [
"15 Apr 2026"
]
},
"statement_end_date": {
"value": "2026-04-15",
"confidence": 0.97,
"citations": [
"15 Apr 2026"
]
},
"opening_balance": {
"value": {
"amount": "1234.56",
"currency": "EUR"
},
"confidence": 0.97,
"citations": [
"EUR 1,234.56"
]
},
"closing_balance": {
"value": {
"amount": "1234.56",
"currency": "EUR"
},
"confidence": 0.97,
"citations": [
"EUR 1,234.56"
]
},
"transactions": {
"value": [
{
"transaction_date": {
"value": "2026-04-15",
"confidence": 0.96,
"citations": [
"15 Apr 2026"
]
},
"description": {
"value": "Description",
"confidence": 0.96,
"citations": [
"DESCRIPTION"
]
},
"amount": {
"value": {
"amount": "1234.56",
"currency": "EUR"
},
"confidence": 0.96,
"citations": [
"EUR 1,234.56"
]
}
}
],
"confidence": 0.97,
"citations": [
"TRANSACTIONS"
]
},
"currency": {
"value": "EUR",
"confidence": 0.97,
"citations": [
"CURRENCY"
]
}
}
}
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