Automate Bank Statement Extraction.
Built for Accounting Teams.
Docparser reads PDF bank and credit card statements from any bank. It extracts every transaction, balance, and account detail. The data lands in Excel, CSV, Google Sheets, or your accounting software — automatically.
14-day free trial · No credit card required · Set up in under 5 minutes
Works with your existing tools
From PDF Bank Statement to Structured Data in Three Steps
No coding. No brittle macros. Zero IT tickets. Configure Docparser once — it handles every statement after that.
Import
Upload Your Statement
Send statements to Docparser however they already arrive. Any PDF, any bank, any page count.
- Email forwarding to Docparser
- Google Drive, Dropbox, OneDrive, Box sync
- FTP server import
- REST API upload
- Manual drag-and-drop
Parse
Define What to Extract
Use the visual rule builder. Select fields, pick a pre-built template, or build custom rules — no coding.
Fields Docparser extracts:
Export
Deliver to Your Tools
Data routes to its destination automatically — no manual export, no scheduled reminders.
- Download: CSV, Excel, JSON, XML
- Direct: Google Sheets, Excel, Salesforce
- Custom: Webhook, FTP, REST API
- Platforms: Zapier, Make, Power Automate, Workato
Start Extracting in Minutes, Not Hours
Pick a template that matches your bank. Upload a sample statement to verify the fields. Setup takes minutes — no coding required.
Browse All Bank Templates →Chase Statement
Deposits and Additions · Beginning Balance · Checks Paid · Other Withdrawals, Fees & Charges · Ending Balance
Use Template →HSBC Statement
Account Number · Opening Balance · Payments In · Payments Out · Closing Balance · Transactions
Use Template →NatWest Statement
Account Name · Statement Date · Previous Balance · Paid In · Withdrawn · New Balance · Transactions
Use Template →Capital One Statement
Account Holder · Statement Date · Transactions · Previous Balance · Payments · Fees · Interest · Credit Limit
Use Template →American Express Statement
Account Name · Ending Balance · Minimum Payment Due · Payment Due Date · Rewards Points · Previous Balance · Fees
Use Template →Don’t See Your Bank?
The Standard Bank Statement Template works with any bank or credit card statement layout. It handles formats not listed here without additional setup.
Use Standard Template →What Finance and Accounting Teams Actually Use This For
Select your role to see how Docparser fits your specific workflow.
Monthly Bank Reconciliation — Without the Spreadsheet Marathon
Every month-end, your team pulls statements from multiple banks, copies rows into reconciliation sheets, and hunts for the one transaction that does not match. Docparser processes each statement automatically. Every debit, credit, and balance line lands in a clean Google Sheet or Excel file, ready for review. No copy-paste involved.
See how accounting firms use Docparser →Corporate Card Expense Tracking Across Multiple Employees
Managing 20 corporate card statements means 20 PDFs, 20 transaction tables, and 20 chances for manual errors. Docparser processes them in batch. It extracts individual transaction lines from every card statement and consolidates everything into one structured output. Expense categorisation stops being a two-day task.
See automation integrations →Turn PDF Statements Into Import-Ready Accounting Files
Your accounting software wants clean CSV data. Your bank gives you a locked PDF. Docparser sits between them, extracting transaction dates, descriptions, and amounts, then exporting a file formatted exactly for QuickBooks or Xero import. The statements your clients send each month stop being the task you dread.
PDF data extraction guide →Cash Flow Visibility Across Multiple Accounts, Updated Automatically
Consolidated cash flow reporting used to mean someone spending Friday afternoon pulling statements by hand. With Docparser, balance summaries and transaction data from each account route to Google Sheets or your BI tool via webhook. The dashboard updates when statements are processed, not when someone finds time.
PDF to Google Sheets workflow →Bank Statements Are One Document. Your Business Runs on Many.
Docparser handles every document type your business runs on from one workspace. Set up a parser for bank statements today, invoices tomorrow, and contracts next week. The same rules engine, the same integrations, the same export workflow.
Common Questions
Need something not covered here? The support centre has detailed walkthroughs for every scenario.
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Docparser combines OCR, pattern-based parsing rules, and AI-powered table detection to read PDF bank statements. Upload a sample, use the visual rule builder to mark which fields to extract — transaction dates, descriptions, debit and credit amounts, balances — and Docparser creates a reusable parser. Pre-built templates for common bank formats mean many users skip manual setup entirely. Once configured, every new statement processes automatically.
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Docparser works with PDF bank statements from any bank — HSBC, NatWest, Capital One, Aqua, Chase, Bank of America, Barclays, Wells Fargo, and hundreds of others. Pre-built templates cover common formats. For any bank not listed, the visual rule builder adapts to any PDF layout: fixed-position, variable-position, multi-page, or scanned.
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Yes. Docparser exports statement data as CSV files formatted for direct import into QuickBooks and Xero. You map extracted fields — date, description, amount — to the exact column format each platform expects. For automated workflows, Zapier connects Docparser to QuickBooks Online so parsed transactions route there without a manual CSV step. See the integrations page.
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For common bank statement formats using a pre-built template: under 5 minutes. For custom layouts, most parsers are configured in 15 to 30 minutes using the visual rule builder — no coding required. Most users have their first parser processing live statements the same day they sign up.
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Yes — by running multiple parsers in parallel, one per bank layout. You set up a separate parser for each bank format (HSBC, NatWest, Capital One, and so on), each using its own pre-built or custom template. When statements arrive by email, cloud sync, or API upload, each document goes to its matching parser automatically. The outputs from all parsers can then route to the same destination: a shared Google Sheet, a combined CSV folder, or any other integration. Consolidation happens at the output stage, not inside a single parser.
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Yes. Credit card statements use the same parsing framework. Pre-built templates cover Capital One and Aqua card statements with fields including transaction table, credit limit, available credit, fees, and interest charged. Any other card format works with the custom rule builder.
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Docparser runs on Amazon Web Services (AWS) across multiple availability zones. All data is encrypted in transit via HTTPS and encrypted at rest. Your documents belong to you — Docparser does not resell or reuse your data. You control data retention between 0 and 180 days before automatic deletion. Docparser is GDPR compliant and supports Standard Contractual Clauses for EU companies. Read the full security statement.
Your First Parser.
Ready in 5 Minutes.
Start your 14-day free trial. No credit card required. Set up a bank statement parser, run it against a real PDF, and see what Docparser delivers before spending anything.
14-day free trial · No credit card required · Set up in under 5 minutes
