Bank Statement (PDF) → OFX
Extract bank statement data into OFX-like output.
Inputs
Bank statement PDF scan
(Drop images here)
Outputs
OFX text
{ ...structured output... }
How to run this template
1
Add inputs in column A.
2
Run the local template on column B.
3
Review the output and export when ready.
Common use cases
Bank reconciliation
Extract bank statement data into OFX-like output.
Accounting imports
Extract bank statement data into OFX-like output.
Fintech pipelines
Extract bank statement data into OFX-like output.
Template notes
Prompt: Return OFX-style output with account info and transaction list.
FAQ
Does this run locally?
Yes. Templates use local models that run in your browser.
Can I edit the prompt?
Yes. Open the column settings and adjust the prompt.
What output format is expected?
The template includes a recommended output format you can tweak.