Individual skill
Extract PDF statement transactions and verify balance tie-outs
Extract bank and card statement PDFs into CSV or XLSX, check balances and totals, and return a reconciliation report with unresolved rows.
skills/extract-pdf-statement-transactions-and-verify-balance-tie-outs/SKILL.md
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- Nov 9, 2026
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- MIT
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# Extract PDF statement transactions and verify balance tie-outs
Extract bank and card statement PDFs into CSV or XLSX, check balances and totals, and return a reconciliation report with unresolved rows.
## Prerequisites
Shell, Python 3, pdfplumber; openpyxl for XLSX; OCRmyPDF and Tesseract for scanned PDFs
## Installation
Install or set up from the source-backed instructions:
Clone https://github.com/OneWave-AI/claude-skills into a new local checkout. Preserve the complete statement-extract-and-prove directory, including SKILL.md, scripts and references. For Claude Code, copy that directory into ~/.claude/skills/statement-extract-and-prove after creating the parent and confirming that the destination does not already exist; other compatible agents can use their documented skills directory. Use a dedicated Python virtual environment and install pdfplumber; add openpyxl for XLSX output. Run the commands from the installed statement-extract-and-prove directory. For scanned documents, separately install OCRmyPDF and Tesseract with appropriate language data. Review upstream files before execution. No connection to a bank or bookkeeping service is required.