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GOOGLE DOCUMENT BANK STATEMENT OCR
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Google Document Bank Statement OCR

Published May 2023
   •    Updated June 2025

Plugin details

Extract from bank statements including client name, account, balances, statement dates, transactions with table items details.
The plugin returns a list of text and values, entities containing the bank statement's normalised fields, and properties containing the normalised fields for each table items.

This plugin provides Google Document AI - Bank Statement OCR services in asynchronous request mode, useful for large files, time-insensitive application, requiring an Google Cloud Storage Bucket.

A script is provided to automatically configure your Google Cloud settings.


The demo application link: https://gcpdocumentaibankstatementdemo.bubbleapps.io/version-test

💡 𝗦𝘂𝗯𝘀𝗰𝗿𝗶𝗽𝘁𝗶𝗼𝗻𝘀 𝗮𝗿𝗲 𝗽𝗿𝗼𝗿𝗮𝘁𝗲𝗱. 𝗜𝗳 𝘆𝗼𝘂 𝗶𝗻𝘀𝘁𝗮𝗹𝗹 𝗮𝗻𝗱 𝘂𝗻𝘀𝘂𝗯𝘀𝗰𝗿𝗶𝗯𝗲 𝘁𝗵𝗶𝘀 𝗽𝗹𝘂𝗴𝗶𝗻 𝗶𝗻 𝗼𝗻𝗲 𝗱𝗮𝘆 𝘁𝗼 𝘁𝗲𝘀𝘁 𝗶𝘁 𝗼𝘂𝘁, 𝘆𝗼𝘂'𝗹𝗹 𝗼𝗻𝗹𝘆 𝗯𝗲 𝗰𝗵𝗮𝗿𝗴𝗲𝗱 𝟭/𝟯𝟬𝘁𝗵 𝗼𝗳 𝘁𝗵𝗲 𝗺𝗼𝗻𝘁𝗵𝗹𝘆 𝘀𝘂𝗯𝘀𝗰𝗿𝗶𝗽𝘁𝗶𝗼𝗻 𝗳𝗲𝗲.

📖 𝗦𝘁𝗲𝗽-𝗯𝘆-𝗦𝘁𝗲𝗽 𝗶𝗻𝘀𝘁𝗿𝘂𝗰𝘁𝗶𝗼𝗻𝘀 𝗮𝗿𝗲 𝘁𝗵𝗲 "𝗜𝗻𝘀𝘁𝗿𝘂𝗰𝘁𝗶𝗼𝗻𝘀" 𝘀𝗲𝗰𝘁𝗶𝗼𝗻 𝗮𝗻𝗱 𝗗𝗲𝗺𝗼 𝗘𝗱𝗶𝘁𝗼𝗿 𝗶𝘀 𝗶𝗻 𝘁𝗵𝗲 "𝗟𝗶𝗻𝗸𝘀" 𝘀𝗲𝗰𝘁𝗶𝗼𝗻 𝗼𝗳 𝘁𝗵𝗲 𝗣𝗹𝘂𝗴𝗶𝗻 𝗣𝗮𝗴𝗲.

Contact us at [email protected] for any additional feature you would require or support question.

$59

One time  •  Or  $9/mo

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5 installs  
This plugin does not collect or track your personal data.

Platform

Web & Native mobile

Contributor details

wise:able logo
wise:able
Joined 2020   •   122 Plugins
View contributor profile

Instructions

START & GET ANALYZE BANK STATEMENT (ASYNC) ==========================================

ACTION DESCRIPTION
--------------------------------
 START & GET ANALYZE BANK STATEMENT from files to return a list of text and values along with the detected languages, entities containing the invoice's normalised fields, and properties containing the normalised fields for each line items. List of supported normalised fields: https://cloud.google.com/document-ai/docs/processors-list#processor_invoice-processor

 Asynchronous request mode, useful for large files and time-insensitive application.

STEP-BY-STEP SETUP
--------------------------------
If you intend to store your files in Google Cloud Storage, please refer to the instructions of "GOOGLE STORAGE DROPZONE & UTILITIES" plugin (https://bubble.io/plugin/google-storage-dropzone--utilities-1616855011494x235332313714262000) first to setup your bucket. Then follow the instructions below.

The steps from 0) to 1) can be automatically performed by logging in into your Google Cloud Console, opening the Cloud Shell (top right corner of your page) and copy pasting this command and press enter:

 wget -q https://storage.googleapis.com/bubblegcpdemo/demo-assets/wiseable-gcp-documentai.py && python3 wiseable-gcp-documentai.py

Otherwise, follow these manual steps:

 0) Set-up a project from Google Cloud Console : https://cloud.google.com/document-ai/docs/setup
 - Create or select a project
 - Enable the DOCUMENT AI API for that project
 - Create a service account
 - Download a private key as JSON.

 1) Open the private key JSON file with a text editor, copy/paste the following parameters from your file to the Plugin settings:
 - CLIENT_EMAIL
 - PROJECT_ID
 - PRIVATE_KEY, including the -----BEGIN PRIVATE KEY-----\n prefix and \n-----END PRIVATE KEY-----\n suffix.

 2) In your Google Cloud Console > Document AI, create a BANK STATEMENT PARSER PROCESSOR. This PROCESSOR ID and REGION will be used in the following step: https://cloud.google.com/document-ai/docs/create-processor

 3) Set up the action "START ANALYZE BANK STATEMENT OPERATION" in the workflow.
   Inputs Fields :
     - INPUT FILES : PDF, TIFF, JPG, PNG, BMP, WEBP or GIF list of files in Google Storage URL (gs://bucket/path/file.pdf) format.
     - MIME TYPE : A standard MIME type describing the format of the contents. Format type/subtype. Example: image/png, video/mp4. For more information, see http://www.w3.org/Protocols/rfc2616/rfc2616-sec14.html#sec14.17
     - OUTPUT BUCKET : Output Bucket to store the results.
     - OUTPUT PATH : Folder to store the results in.
     - PROCESSOR ID : The ID of your processor. You will find this ID in your Google Cloud Console > Document AI > Processors > ID
     - REGION : Your processor's region, for example: us - United States eu - European Union. You will find this location in your Google Cloud Console > Document AI > Processors > Region
   Output Fields :
     - OPERATION NAME : ID of the operation, to be reused in the "GET ANALYZE BANK STATEMENT OPERATION RESULTS".

 4) Set up the action "GET ANALYZE BANK STATEMENT OPERATION RESULTS" in a recurring workflow ('Do every x seconds'), to poll the operation completion status on a regular basis.
   Configure this recurring workflow to retrieve the results once the OPERATION STATUS is 'SUCCEEDED', using Only When' Event Condition,
   Inputs Fields :
     - OUTPUT TYPE : Returned type, must always be set to "RESULT (DOCUMENTAI)".
     - OPERATION NAME : ID of the operation to poll, returned by "START ANALYZE BANK STATEMENT OPERATION" action.
     - REGION : Your processor's region, for example: us - United States eu - European Union. You will find this location in your Google Cloud Console > Document AI > Processors > Region

   Output Fields :
     - RESULT: Returns a list of text and values, entities containing the invoice's normalised fields, and properties containing the normalised fields  for each line items. List of supported normalised fields: https://cloud.google.com/document-ai/docs/processors-list#processor_bank-statement-parser

IMPLEMENTATION EXAMPLE
======================
Feel free to browse the app editor in the Service URL for an implementation example.

ADDITIONAL INFORMATION
======================
> Supported file formats: https://cloud.google.com/document-ai/docs/file-types

> Supported Normalised Fields : https://cloud.google.com/document-ai/docs/processors-list#processor_bank-statement-parser

> Supported Languages : https://cloud.google.com/document-ai/docs/processors-list#processor_bank-statement-parser

> GOOGLE DOCUMENT AI service limits : https://cloud.google.com/document-ai/quotas

TROUBLESHOOTING
================
Any plugin related error will be posted to the the Logs tab, "Server logs" section of your App Editor.
Make sure that "Plugin server side output" and "Plugin server side output" is selected in "Show Advanced".

> Server Logs Details: https://manual.bubble.io/core-resources/bubbles-interface/logs-tab#server-logs

PERFORMANCE CONSIDERATIONS
===========================

GENERAL
-------------
 N/A

QUESTIONS ?
===========
Contact us at [email protected] for any additional feature you would require or support question.

Types

This plugin can be found under the following types:
Api   •   Background Services   •   Action

Categories

This plugin can be found under the following categories:
Media   •   Productivity   •   Small Business   •   AI   •   Compliance

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