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extraction

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Parse financial statements with AI.

Finance & Accounting#data extraction#ai vision#confidence scoring#pdf parsing#financial statements#statement reconciliation
Authorwangzitian0
Version1.0.0
Installs0

System Documentation

What problem does it solve?

This Skill automates the complex and time-consuming process of extracting financial data from various document formats like PDFs and CSVs, reducing manual data entry errors and speeding up financial analysis.

Core Features & Use Cases

  • AI-Powered Parsing: Utilizes advanced vision models to interpret and extract data from financial statements.
  • Multi-Format Support: Handles PDFs, images, and CSV files from a wide range of financial institutions.
  • Confidence Scoring: Assigns a confidence score to extracted data, enabling automated acceptance, review, or manual entry workflows.
  • Use Case: Upload a bank statement PDF, and the skill will automatically extract all transactions, categorize them, and store them in a structured format, ready for reconciliation.

Quick Start

Use the extraction skill to parse the attached bank statement PDF.

Dependency Matrix

Required Modules

None required

Components

scriptsreferences

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: extraction
Download link: https://github.com/wangzitian0/finance_report/archive/main.zip#extraction

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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