Bank Statement Parser Setup Guide

Set up a Bank Statement Parser to extract data from bank statements. Streamline your bank statement processing and reconciliation workflows.

Before You Start

Before setting up your parser, ensure you have:

A PerfectParser account (sign up at perfectparser.com).
A healthy credit balance (each bank statement page processed consumes 1 credit).
A sample bank statement (PDF, PNG, or JPEG) to use during the parser setup.

Recommended Fields

We suggest configuring the following schema fields for your Bank Statement Parser to capture all essential ledger and summary data.

Field Name	Type	Description
`bank_name`	Text	The issuing financial institution (e.g., Chase, Wells Fargo).
`account_number`	Text	The masked bank account number.
`statement_period`	Text	The billing period (e.g., June 1 - June 30, 2026).
`starting_balance`	Number	Account balance at the beginning of the statement period.
`ending_balance`	Number	Account balance at the end of the statement period.
`total_deposits`	Number	Total credited amount for the period.
`total_withdrawals`	Number	Total debited amount for the period.
`transactions`	Table	Table containing `date`, `description`, `deposit_amount`, `withdrawal_amount`, and `running_balance`.

AI Prompt (Optional)

To help the AI parser extract field values with maximum accuracy, copy and paste the following prompt instructions into the AI Prompt (Optional) field during setup:

Extract the bank name, account number, statement period, starting balance, ending balance, total deposits, and total withdrawals. Also extract the transactions table containing the transaction date, description, deposit/credit amount, withdrawal/debit amount, and running balance.

Next Steps: Build Your Parser

Ready to build this? Follow our Create a Parser guide for step-by-step dashboard instructions to set up your schema, and then learn how to process files in Bulk Extraction.

Developer Integration

If you want to automate bank statement parsing programmatically inside your applications:

See the Create Parser API Guide to manage your parsers programmatically.
See the Start Extraction API Guide to submit bank statement files and retrieve extracted JSON payloads.
See the Webhooks Reference to configure automatic webhooks that deliver extraction results to your server as soon as they are completed.