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⇱ Automatically extract bank statements with Parsio | Zapier


Automatically extract bank statements with Parsio

By Krystina Martinez · February 5, 2025

Paper trails are an accounting team's best defense against audits, fraud, and a litany of other risks. But if you process a lot of expenses for your business, you're likely spending hours manually importing those bank statements and emailed transactions into your accounting system. 

With an AI-powered document parser like Parsio, you can quickly turn those paper receipts into a digital trail. Parsio automatically extracts structured data from PDFs, emails, and other formats. It even has an AI model , extracting the relevant information you need.

The next step: Getting that data into your accounting software. With a simple Zap (our word for automated workflows), you can automatically create a new bill in whenever there's a new parsed document in Parsio. That way, you can streamline your billing processes and improve accuracy—no manual data entry needed.

The problem: Bank statements and invoices are either a PDF file or an email, so you have to resort to manual data entry, which is time-consuming and error-prone. 

The solution: Use Parsio and Zapier to extract financial statement data and put it to work. Automatically create new bills in QuickBooks Online from documents parsed by Parsio.

Ready to try it yourself? Get started with our pre-made workflows called Zap templates. Click on the template below, and . It only takes a few minutes.

Zap rating: Beginner

Pro tip: You can transform your parsed data into line items with our (available on ). to learn how it works.

This is just the start of what you can do with . Zapier supports thousands of apps, so you can automate almost any task at work. with Parsio, and see what you can create.

New to Zapier? It's workflow automation software that lets you focus on what matters. Combine forms, data tables, and logic with thousands of apps to build and automate anything you can imagine. on how to use this app, and thousands more, with Zapier.

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👁 Krystina Martinez picture

Krystina Martinez

Krystina writes about all things automation for the Zapier blog. Previously she was a public radio journalist, so she has a lot of opinions about microphones. When she's not writing or tinkering with Zapier, Krystina enjoys sewing her own clothes and taking long naps in between her many hobbies.

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