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statement-extract-and-prove

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Converts bank, credit card and brokerage statement PDFs, invoices and vendor price lists into clean CSV or Excel, then proves the extraction is complete and correct - opening balance plus transactions equals closing balance, every running balance chains, page totals, row counts and summary totals all tie, signs and decimal separators are consistent. Handles digital PDFs with word-position column bands and detects scanned PDFs that need OCR first. Use it whenever the user wants to convert a bank statement PDF to Excel or CSV, extract transactions from a statement, turn a PDF table into a spreadsheet, import statements into QuickBooks or Xero, or says the converted statement does not balance, rows are missing, or signs look wrong, even if they do not ask for a proof. Never reads amounts off the page image when a text layer exists, and never fixes a failed tie-out by guessing.

statement-extract-and-prove/SKILL.md

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Last checked
Nov 10, 2026

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423
Repository last updated
Oct 20, 2026
License
MIT

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# Statement Extract and Prove

A model reading a statement PDF by eye drops rows on long tables, flips signs, reads `1.234,56` as 1.234, and invents numbers where a scan is faint. Roughly one statement in seven fails to tie on the first pass. The fix is deterministic extraction from the PDF text layer plus arithmetic that the statement itself supplies: the bank already printed the opening balance, the closing balance, often a running balance on every row, and a summary box. If the extracted rows reproduce all of those, the extraction is proven. If not, the arithmetic points at the exact row.

Scope: this skill gets statement and table rows out of PDFs and proves them. For categorizing and reconciling against the books, hand the CSV to `bookkeeping-close` (its `scripts/reconcile.py` reads this CSV directly). For pulling header fields out of receipts and invoices (vendor, total, due date), use `financial-parser`; that skill does field extraction, while this one handles row tables that must tie out.

## Setup

```
pip install pdfplumber openpyxl        # required; openpyxl only for --xlsx
# optional, scanned PDFs only: ocrmypdf + tesseract (see references/ocr.md)
```

## Workflow
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