Finance & AP

Statement of Account OCR

Extract statement of account data with AI, including account, period, transactions, balance, from PDFs, scans and photos. Straight to Excel, CSV, JSON or your systems via API. No templates, no manual entry.

Live demo, no signup

PDF, JPG, PNG, BMP, HEIC, TIFF

Upload a document to extract

Upload a statement of account and see the extraction live, free, no signup required.

Encrypted in transit and at rest
256-bit encryption
US data handling
Confidence scores on every field
// Fields extracted

What DocuOCR extracts from a Statement of Account

Every field captured automatically, validated, and exported in a clean structure, regardless of layout or vendor.

account
period
transactions
balance
Custom fields
// How it works

How Statement of Account OCR works

01

1. Upload your statement of account

Drop in a PDF, scan or photo, single file or a batch of thousands.

02

2. AI extracts the data

Our models read every field and table, validate them, and flag anything that needs review.

03

3. Export or connect

Download Excel, CSV or JSON, or push structured data into your systems via API.

// Export & integrations

Export statement of account data anywhere

One-click export, or wire DocuOCR into the tools your team already uses through the REST API.

Excel CSV JSON QuickBooks (IIF) REST API
// FAQ

Statement of Account OCR FAQ

Common questions about extracting statement of account data with AI.

What is Statement of Account OCR?

Statement of Account OCR uses AI to read a Statement of Account document, whether a PDF, scan or photo, and extract structured data such as account, period, transactions, balance into Excel, CSV, JSON or your systems via API.

Can DocuOCR extract data from a scanned Statement of Account?

Yes. DocuOCR reads scanned, photographed and native-PDF Statement of Account files with no template setup required, and scores its confidence on every field so uncertain reads can be reviewed.

Which fields can it extract from a Statement of Account?

DocuOCR captures the key fields, including account, period, transactions, balance, plus any custom fields you define in your own extraction template.

How do I export the extracted Statement of Account data?

Download the results as Excel (XLSX), CSV or JSON in one click, or pull them programmatically through the DocuOCR API into your accounting, ERP or RPA workflow.

Is my Statement of Account data secure?

Every document is encrypted in transit and at rest, with optional zero-retention purge after extraction. We never train models on your data. We do not hold a SOC 2 attestation and do not currently offer SSO/SAML or a customer-facing audit log.

Automate statement of account processing today

Start free, or talk to our team about a high-volume enterprise rollout.