BankSync
Document Extractor logoDocument Extractor

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

Receipts, invoices, bank statements, investment holdings, loan statements: forward or upload any financial document and our AI extracts the data and syncs it directly to your workspace. No CSV downloads, no manual entry.

Get Started FreeRead setup guide

Turn statements and receipts into structured rows.

document types

Every financial document, handled.

One extractor for all your financial documents. Choose the type that matches what you're processing; presets handle the hard part.

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

features

Everything you need to automate document processing.

Powerful features designed to make financial document extraction seamless and reliable.

Email forwarding

Forward documents to your unique inbox. Auto-forward filters handle vendor invoices, receipts and statements automatically.

Manual uploads

Upload PDFs or images in batches. Drag-and-drop or bulk import any financial document.

Smart AI extraction

AI reads any financial document: merchant, date, amount, line items, account numbers, and more. No templates needed.

Deduplication

Prevent duplicates across all document types using smart matching on key fields.

Field mapping

Map any extracted field to your destination schema. Single-row summaries or itemized line-by-line exports.

Drive attachments

Original documents stored in Google Drive, linked back to each extracted row in your spreadsheet.

📁

Basic PDF converters

  • ✗Upload PDF → download a CSV file
  • ✗Manual import into your spreadsheet
  • ✗Repeat every month for new statements
  • ✗No field mapping or customization
  • ✗Only transactions, no invoices or receipts
  • ✗No Notion or Airtable support
Document Extractor

BankSync Document Extractor

  • Data flows directly into Notion, Airtable, Sheets, or Excel
  • No manual imports, set up once, runs automatically
  • Email forwarding processes new documents instantly
  • Full field mapping to your exact schema
  • Receipts, invoices, statements, holdings, loans & more
  • The only document extractor with live bank sync too
use cases

Use cases teams build with Document Extractor

💼

Business expense tracking

Forward vendor invoices and employee receipts, everything lands in Notion, Airtable, or Excel, mapped to your expense schema.

🏛️

Bank statement conversion

Upload PDF bank statements and extract transactions, balances, and account data directly to Google Sheets, Notion, or Excel.

📑

Tax preparation

Collect receipts, invoices, and statements in one place. Everything extracted, categorized, and ready for your accountant.

📈

Investment record keeping

Extract holdings and trade data from brokerage statements and sync to your portfolio tracker.

⚡

Accounts payable automation

Auto-process incoming vendor invoices via email forwarding. Extract line items, PO numbers, and due dates.

📉

Loan & debt tracking

Upload loan statements to track balances, interest rates, and payment schedules in your preferred workspace.

How it works

  1. 1

    Upload a PDF or forward an email to your unique BankSync inbox

  2. 2

    AI identifies the document type and extracts structured data

  3. 3

    Deduplication checks prevent duplicate entries

  4. 4

    Extracted data maps to your destination schema and syncs automatically

Sync to your destinations

Structured data flows into Notion, Airtable, Sheets, or Excel. Attachments stored in Google Drive.

NotionAirtableGoogle Sheets
questions?

Frequently asked questions

What types of documents can BankSync extract data from?
BankSync's Document Extractor supports receipts, invoices, bank statements (transactions and balances), investment statements (holdings and trades), loan statements, and custom documents with user-defined fields. You can upload PDF, JPG, or PNG files, or forward documents via email.
How do I convert a bank statement PDF to Google Sheets?
With BankSync, you upload your bank statement PDF (or forward it via email) and select 'Transactions' or 'Balances' as the document type. The AI extracts the data and syncs it directly to your Google Sheets, no CSV download or manual import needed. You can also connect your bank directly for live automatic syncing.
Can I extract invoice data automatically?
Yes. BankSync extracts vendor name, invoice number, invoice date, due date, PO number, line items, amounts, and payment status from invoices. Set up email forwarding to automatically process incoming vendor invoices.
How is BankSync different from a PDF to CSV converter?
A PDF converter gives you a file to download and manually import. BankSync syncs extracted data directly to Notion, Airtable, Google Sheets, or Excel with custom field mapping, deduplication, and ongoing automation. Set up email forwarding once and every new document is processed automatically, with no repeated manual conversion.
How accurate is the AI extraction?
BankSync uses advanced AI models trained for financial document extraction, achieving high accuracy across receipts, invoices, and bank statements. The system handles both digital PDFs and scanned image documents.
Can I sync extracted documents to Notion?
Yes. BankSync supports Notion as a destination for all document types. Map extracted fields to your Notion database properties and data flows in automatically. This is unique: most document converters only export CSV or Excel files.
How does email forwarding work?
Each document extractor gets a unique inbox email address. Forward any email with an attached receipt, invoice, or statement and BankSync automatically extracts the data and syncs it to your destination. You can also set up auto-forward rules in Gmail or Outlook.
What formats are supported for upload?
BankSync supports PDF, JPG, and PNG files for manual upload, and processes email attachments in the same formats. Both digital and scanned documents are supported.

Skip the PDF entirely

Pair Document Extractor with Bank Feeds and connect your bank directly. Transactions, balances, holdings, and loans sync automatically from 11,000+ institutions, no statements needed.

Learn about Bank Feeds

Start extracting documents in minutes

Forward or upload any financial document. Map the fields. Data flows to your workspace automatically.

Get Started FreeView pricing