Bank Statement Converter

What This Skill Does

The Bank Statement Converter skill, developed by ballerindustries, acts as a bridge between static PDF bank records and structured, actionable data. It provides an automated workflow to upload, process, and convert complex financial documents into machine-readable formats like CSV or JSON. By leveraging the bankstatementconverter.com API, this skill allows users to transform fragmented bank statements into clean, normalized transaction datasets suitable for accounting software, budget analysis tools, or custom financial databases.

Installation

To install this skill, use the OpenClaw command-line interface:

clawhub install openclaw/skills/skills/ballerindustries/bank-statement-converter

After installation, you must obtain an API key by registering at https://bankstatementconverter.com/legacy-register. Once obtained, set the environment variable in your configuration:

export BANKSTATEMENT_API_KEY="your-api-key-here"

Use Cases

• Automated Bookkeeping: Automatically extract transaction history from monthly PDF statements to populate accounting ledgers without manual data entry.
• Budget Analysis: Convert historical bank statements into CSV files to import into Excel, Google Sheets, or custom Python scripts for deep-dive spending analysis.
• Tax Preparation: Aggregate multiple statements from various accounts into a unified format for tax documentation and expense reporting.
• Financial Reporting: Generate consistent, normalized JSON outputs from diverse bank statement formats for use in financial reporting dashboards.

Example Prompts

1. "OpenClaw, use the Bank Statement Converter to upload my file at /home/user/finance/march_statement.pdf and provide me with the normalized JSON output."
2. "Can you check the current processing status of my uploaded bank statement (UUID: bb2f3c62-331e-42ee-a931-d25a5ee0946f) and convert it to CSV once it's ready?"
3. "Upload my bank statement from /documents/bank_apr.pdf. If it requires a password, please prompt me to enter it securely."

Tips & Limitations

• Polling: The API is asynchronous. Always check the status endpoint if your file is in the 'PROCESSING' state; polling every 10 seconds is generally sufficient.
• Encrypted Files: If your statement is password-protected, the skill supports providing the password via the setPassword endpoint. Ensure you have the correct credentials ready.
• Data Privacy: Be mindful that this skill transmits your financial documents to an external API (bankstatementconverter.com). Ensure you are comfortable with their privacy policy before uploading sensitive records.
• Format Flexibility: You can toggle between normalized data and raw extraction by modifying the raw parameter in the conversion call.