BankSync
Document Extractor logoDocument Extractor

Extract data from any financial document to Google Sheets, Notion, Airtable & Excel

Forward or upload receipts, invoices and statements. AI pulls the fields and syncs the rows to Sheets, Notion, Airtable or Excel.

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A receipt, start to finish.

Turn statements and receipts into structured rows.

Every financial document, handled.

General Documents

Receipts

Merchant, date, amount, tax, line items

Invoices

Vendor, invoice number, due date, PO, line items

Custom Documents

Any document with user-defined fields

Financial Statements

Transactions

Date, description, debit/credit, category, account

Balances

Account balances and balance history

Holdings

Investment positions, cost basis, quantities

Trades

Buy/sell transactions, dividends, settlement dates

Loans

Balances, interest, payments, mortgages, student loans

Documents in. Structured rows out.

Email forwarding

Every extractor gets its own inbox. Auto-forward vendor invoices.

Manual uploads

Drag in PDFs, JPGs or PNGs, one or many.

AI extraction

Merchant, date, amount, line items. No templates to train.

Deduplication

Key-field matching keeps the same receipt from landing twice.

Field mapping

One row per document, or itemised line by line.

Drive attachments

The original file is saved in Drive and linked from its row.

Choosing the document type for a BankSync extractor

pick the document type, once

📁

Basic PDF converters

  • ✗Upload a PDF, download a CSV
  • ✗Import it by hand
  • ✗Repeat every month
  • ✗No field mapping
  • ✗Transactions only, no invoices or receipts
  • ✗No Notion or Airtable
Document Extractor

BankSync Document Extractor

  • Rows land in Notion, Airtable, Sheets or Excel
  • Set up once, runs on every document
  • Email forwarding handles new documents
  • Field mapping to your schema
  • Receipts, invoices, statements, holdings, loans
  • Sits beside your bank feeds

What teams build with it.

Business expense tracking

Vendor invoices and employee receipts, mapped to your expense schema.

Bank statement conversion

PDF statements become transactions and balances in your sheet.

Tax preparation

Receipts, invoices and statements, extracted for your accountant.

Investment record keeping

Holdings and trades pulled from brokerage statements.

Accounts payable automation

Line items, PO numbers and due dates, straight off the invoice.

Loan & debt tracking

Balances, interest rates and payment schedules from loan statements.

Forward the receipt. Keep the data.

Recently processed receipts and invoices in a BankSync document extractor

every document, extracted and filed

  1. 1

    Forward or upload it

    Your own inbox address, or drag the file straight in.

    ReceiptsInvoicesStatementsPDFJPGPNG
  2. 2

    AI reads every field

    It detects the document type, then pulls the fields out.

    One row per documentItemised line by line
  3. 3

    Duplicates get caught

    The same receipt forwarded twice still lands once.

    Duplicate screening
  4. 4

    Rows land where you work

    Mapped to your schema, with the original filed in Drive.

    Google SheetsNotionMicrosoft ExcelAirtableGoogle Drive

Sync to your destinations

Notion, Airtable, Google Sheets or Excel. Attachments in Google Drive.

Google SheetsNotionMicrosoft ExcelAirtableGoogle Drive

Frequently asked questions

What types of documents can BankSync extract data from?

Receipts, invoices, bank statements (transactions and balances), investment statements (holdings and trades), loan statements, and custom documents with your own fields. Upload PDF, JPG or PNG, or forward by email.

How do I convert a bank statement PDF to Google Sheets?

Upload or forward the PDF and pick 'Transactions' or 'Balances' as the document type. The rows sync to your sheet with no CSV step. Or connect the bank directly with a bank feed.

Can I extract invoice data automatically?

Yes. Vendor, invoice number, dates, PO number, line items, amounts and payment status. Auto-forward vendor invoices to the extractor inbox and each one is processed on arrival.

How is BankSync different from a PDF to CSV converter?

A converter gives you a file to import by hand. BankSync syncs the rows to Notion, Airtable, Google Sheets or Excel with field mapping and deduplication, and email forwarding handles every new document.

How accurate is the AI extraction?

It reads digital PDFs and scanned images and pulls merchant, date, amount, tax and line items. The original stays linked from each row, so you can check any value against it.

Can I sync extracted documents to Notion?

Yes, for every document type. Map the extracted fields to your Notion database properties and each document lands as a page.

How does email forwarding work?

Each extractor has its own inbox address. Forward an email with a receipt, invoice or statement attached and the data syncs to your destination; Gmail or Outlook auto-forward rules work too.

What formats are supported for upload?

PDF, JPG and PNG, uploaded or attached to an email. Digital and scanned documents both work.

Skip the PDF entirely

Connect your bank with Bank Feeds and transactions, balances, holdings and loans arrive from 11,000+ institutions without a statement.

Learn about Bank Feeds

Forward a receipt, keep the data

Forward a receipt, map the fields, the row lands in your sheet.

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