AI Bank Management

AI Bank Statement is a Power Apps Model-Driven App that uses AI to extract structured data from bank statements. Finance teams often face challenges with repetitive data entry, delays, and inconsistencies when handling statements from multiple banks. The app addresses these pain points by automatically capturing details such as account numbers, dates, balances, and amounts, reducing errors and saving time. By centralizing uploads through the app or email, it converts statements into searchable transaction records, enabling faster validation, audit readiness, and smoother integration with finance systems.

Key features

Statement extraction:​

• Automatically extracts transactions from PDF of bank statements.​

• Extracts details including account numbers, account holder names, dates, balances, and transaction amounts.​

• Ensures consistent capture of structured information with high accuracy.​

• User can directly upload bank statements from the model driven app or send using email​

• Displays extracted transactions in a clean tabular format.​

• Provides filtering and sorting options to organize transaction records.​

• Allows users to prepare extracted data for downstream use such as reporting or export.​

​Contact our representative at Connect@advaiya.com and get a free consultation to learn more about how AI Bank Management can benefit your business.