ReplyFlow Kit

Data extraction sample

PDF bank statements converted into clean Excel rows.

A starter delivery for teams that need a local or server-side converter with clear columns, repeatable command-line usage, and a path for adding bank-specific layouts over time.

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Scope

Useful first version.

  • PDF input processed locally or server-side
  • Standard columns for date, description, debit, credit, balance, and notes
  • XLSX output that opens cleanly in Excel or Google Sheets
  • Readable error handling for scanned PDFs, password locks, or missing tables
  • README with command-line usage and REST integration notes

Data handling

Designed for redacted samples first.

The delivery can be built and tested with redacted or synthetic statement files. Real customer statements should only be shared through the client's approved secure channel after a contract is active.

Example output

Standard transaction table.

Date Description Debit Credit Balance Notes
2026-08-01 OPENING BALANCE 1,250.00 Header row detected.
2026-08-02 CARD PAYMENT REDACTED 48.70 1,201.30 Parsed from text line.
2026-08-03 CLIENT TRANSFER REDACTED 300.00 1,501.30 Credit inferred from sign/column.

Extension path

Bank layouts can be added later.

The parser can start with generic text/table extraction, then add small bank-specific rules for date formats, amount columns, running balances, and multiline description handling when accuracy data shows which layouts matter most.

Handoff

What the client receives.

A starter package can include Python source, a build note for creating an executable, example redacted input/output, a README, and REST hook guidance for website integration.

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