bank-statement-parsing

name	bank-statement-parsing
description	Guidelines for parsing bank statements using YOLO layout detection + OCR + LLM.
compatibility	crewai>=1.0.0

Bank Statement Parsing Skill

Core Rules

• Always start by calling the PDF Extractor tool.
• Do not trust "Paid In" / "Paid Out" column headers when they are ambiguous.
• Verify every transaction by checking how the running Balance changes:
  • If Balance increases → Credit (Paid In)
  • If Balance decreases → Debit (Paid Out)
• Extract Opening Balance from "Balance Brought Forward".
• Extract Closing Balance from the final running balance in the transactions.
• Preserve original descriptions exactly. Do not summarize or shorten them.
• If column alignment in the extracted text is messy, rely on balance math rather than position.

Expected Output

Return transactions in a consistent structure with: Date, Description, Debit, Credit, Balance.