What it does
Turns a bank statement PDF into a transaction table your bookkeeping software can take. Each transaction gets a date, description, signed amount, and a category from your own list. You also get totals by category. It then checks the math: opening balance plus every transaction must equal the closing balance. Statements that do not reconcile are flagged with the difference, so you catch missing pages or misread lines before they reach your books.
What you need
- Your own documents to run it on
- About 6 DocuBots credits for each run. New accounts start with 100 free.
After you buy
It installs as a hosted app in your organization. You upload documents, watch the run, and download results from the same place. Your documents, runs, and results stay in your organization. The creator does not see them.
You can also call it from your own systems. Create an API key in DocuBots, send documents from your portal, ERP, or case system, and get the results and files back as JSON. See how the API works.
You run it, but you cannot open or copy the workflow behind it. The creator keeps that private and keeps it working.