BankSync
Document Extractor logoDocument Extractor

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

Forward or upload receipts, invoices, bank statements, holdings and loan statements. AI pulls every field and syncs it to your workspace — no CSV downloads, no manual entry.

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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

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 at a time or in bulk.

Smart 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 filed away and linked from its row.

Choosing the document type for a BankSync extractor

pick the document type, once

📁

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

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 and ready 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.

four little steps

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 spots the document type, then pulls the data out of it.

    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
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