bank-statement-parsing

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Actualizado27 de junio de 2026 a las 11:42

Guidelines for parsing bank statements using YOLO layout detection + OCR + LLM.

Instalación

Instalar con Codex o Claude Copia este prompt, pégalo en Codex, Claude u otro asistente, y deja que revise la página de la skill y la instale por ti.

Fuente

johnsonhk88

johnsonhk88/AI-Bank-Statement-Document-Automation-By-LLM-And-Personal-Finanical-Analysis-Prediction

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SKILL.md

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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

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.

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

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

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.

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