1.Detect bank PDF emails
Integrate Gmail and email search tools to detect matching bank-statement emails with PDF attachments for processing.
Convert received bank PDFs into parsed CSV data
Automatically detect bank PDF emails across Gmail and Zapier. Parse received bank-statement PDFs into structured CSV files and send them to FP and A for reconciliation without manual data entry and chasing attachments.
How this automation converts bank PDFs into CSV data
When bank-statement PDFs arrive by email, delays and manual extraction slow down reconciliation. This automation detects qualifying messages, parses attached PDFs into structured CSVs, and delivers results for FP and A review—so your team can reconcile faster.
Gmailor swap with your favorite app
2.Skip non qualifying emails
Filter by Zapier and email rules to continue only for messagesとattachments and configured subject keywords.の統合
Filter by Zapieror swap with your favorite app
3.Parse PDFs into CSV fields
Integrate Docparser and document parsing tools to convert each uploaded bank PDF into structured CSV output fields.
Docparseror swap with your favorite app
4.Email parsed CSV to FP and A
Integrate Gmail and distribution lists to attach the parsed CSV and send it to your FP and A recipients.
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Explore all financial document analysis automations
Accelerate financial document review with automated data extraction, review routing, and record updates
Set up in minutes
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ステップ 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
ステップ 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
ステップ 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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アレン・ライ, Head of Customer Experience
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Jacob Sirrs, Marketing Operations Specialist
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