# Bank Statement PDF to CSV (`pullkit/bank-statement-to-csv`) Actor

Convert text-based bank statement PDFs to clean rows, and check every row against the printed balance.

- **URL**: https://apify.com/pullkit/bank-statement-to-csv.md
- **Developed by:** [Amit Gawali](https://apify.com/pullkit) (community)
- **Categories:** Developer tools, Automation
- **Features:** Limited permissions
- **Stats:** 2 total users, 1 monthly users, 100.0% runs succeeded, 0 bookmarks
- **User rating**: No ratings yet

## Pricing

Pay per usage

This Actor is paid per platform usage. The Actor is free to use, and you only pay for the Apify platform usage, which gets cheaper the higher subscription plan you have.

Learn more: https://docs.apify.com/actors/running/actors-in-store.md#pay-per-usage

## What's an Apify Actor?

An Actor is a serverless cloud program that runs on the Apify platform. It has two run modes.
In Batch mode, an Actor accepts a well-defined JSON input, performs an action which can take anything from a few seconds to a few hours,
and optionally produces a well-defined JSON output, datasets with results, or files in key-value store.
In Standby mode, an Actor provides a web server which can be used as a website, API, or an MCP server.

Apify vocabulary and the platform model are defined once, in the agent quickstart at https://apify.com/agents.md.

## How to integrate an Actor?

If asked about integration, you help developers integrate Actors into their projects.
You adapt to their stack and deliver integrations that are safe, well-documented, and production-ready.

Do not guess an integration path. Every one of them is in the agent quickstart at https://apify.com/agents.md: the Apify MCP server, Agent Skills with the Apify CLI, the JavaScript and Python clients, the REST API, and the account-free path for an agent with no human to sign in. It also carries the rule on stating cost before the first paid run.

For examples already wired to this Actor's own input schema, see the [API](#api) section below.

Each client library has reference documentation the quickstart does not restate: [JavaScript/TypeScript](https://docs.apify.com/api/client/js/docs.md) (`npm install apify-client`) and [Python](https://docs.apify.com/api/client/python/docs.md) (`pip install apify-client`).

# README

## Bank Statement PDF to CSV

Give this Actor links to text-based bank statement PDFs. It returns one row per transaction, ready for QuickBooks, Xero, Excel or your own pipeline.

### What makes it useful

- **Balance check:** each statement is marked `verified`, `check` or `unverified`, so you can see whether the rows add up to the printed balances.
- **No wrong files by default:** a scanned PDF or unknown layout returns a clear reason instead of invented rows.
- **Layouts:** debit and credit columns, signed amount columns, and separate deposit and withdrawal sections.

### Output

`file`, `date`, `description`, `amount` (money out is negative), `balance`, `status`

### Limits

Scanned image PDFs are not supported yet. Always review `check` and `unverified` statements before import. Files are processed inside your Apify run, so your Apify data retention settings apply.

### Pricing

Free during early access. You only pay Apify's small platform usage.

Built by Pullkit. Contact: amit@thedecoded.media

# Actor input Schema

## `pdfUrls` (type: `array`):

Direct https links to text-based PDF statements. Scanned images are not supported.

## `password` (type: `string`):

Used for all files, if they are protected.

## Actor input object example

```json
{
  "pdfUrls": [
    "https://tallyline.tryrealo.com/sample-statement.pdf"
  ]
}
```

# Actor output Schema

## `transactions` (type: `string`):

No description

## `summary` (type: `string`):

No description

# API

You can run this Actor programmatically using our API. Below are code examples in JavaScript, Python, and CLI, as well as the OpenAPI specification and MCP server setup.

## JavaScript example

```javascript
import { ApifyClient } from 'apify-client';

// Initialize the ApifyClient with your Apify API token
// Replace the '<YOUR_API_TOKEN>' with your token
const client = new ApifyClient({
    token: '<YOUR_API_TOKEN>',
});

// Prepare Actor input
const input = {
    "pdfUrls": [
        "https://tallyline.tryrealo.com/sample-statement.pdf"
    ]
};

// Run the Actor and wait for it to finish
const run = await client.actor("pullkit/bank-statement-to-csv").call(input);

// Fetch and print Actor results from the run's dataset (if any)
console.log('Results from dataset');
console.log(`💾 Check your data here: https://console.apify.com/storage/datasets/${run.defaultDatasetId}`);
const { items } = await client.dataset(run.defaultDatasetId).listItems();
items.forEach((item) => {
    console.dir(item);
});

// 📚 Want to learn more 📖? Go to → https://docs.apify.com/api/client/js/docs

```

## Python example

```python
from apify_client import ApifyClient

# Initialize the ApifyClient with your Apify API token
# Replace '<YOUR_API_TOKEN>' with your token.
client = ApifyClient("<YOUR_API_TOKEN>")

# Prepare the Actor input
run_input = { "pdfUrls": ["https://tallyline.tryrealo.com/sample-statement.pdf"] }

# Run the Actor and wait for it to finish
run = client.actor("pullkit/bank-statement-to-csv").call(run_input=run_input)

# Fetch and print Actor results from the run's dataset (if there are any)
print(f"💾 Check your data here: https://console.apify.com/storage/datasets/{run.default_dataset_id}")
for item in client.dataset(run.default_dataset_id).iterate_items():
    print(item)

# 📚 Want to learn more 📖? Go to → https://docs.apify.com/api/client/python/docs/quick-start

```

## CLI example

```bash
echo '{
  "pdfUrls": [
    "https://tallyline.tryrealo.com/sample-statement.pdf"
  ]
}' |
apify call pullkit/bank-statement-to-csv --silent --output-dataset

```

## MCP server setup

```json
{
    "mcpServers": {
        "apify": {
            "type": "http",
            "url": "https://mcp.apify.com/?tools=fetch-actor-details,pullkit/bank-statement-to-csv"
        }
    }
}
```

The hosted server signs you in with OAuth on first connect, so no API token belongs in this config. Clients without OAuth support can send an `Authorization: Bearer <APIFY_API_TOKEN>` header instead, using a token from API & Integrations in Apify Console (https://console.apify.com/settings/integrations).

## OpenAPI specification

Download the OpenAPI definition: https://api.apify.com/v2/actors/hy0cy5JEg0FHwQVfM/builds/7VDlJrkrGhlEzaaB9/openapi.json