Uncommon Goods Lab Pte. Ltd. v0.19.1
Convert bank statements
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From the marketplace listing
Bankstatemently converts PDF bank statements into structured transaction data. Attach a bank statement PDF to get its accounts, balances, and transactions in the chat, or as a CSV, Excel, QBO, or Xero file. You can then list your converted statements, categorize transactions, and total or group spending by category, merchant, or month. Requires a Bankstatemently account. Bankstatemently reads the PDF you provide and never connects to your bank.
Language: English · Automatically detected from descriptions.
Oct 27, 2026 · 1 saved observations
Metadata · Oct 27, 2026 · 00:59 UTC · Compared with Oct 24, 2026 · 13:43 UTC
Package or technical metadata updated
Observed in package metadata. These changes alone do not establish a new customer-facing feature.
Oct 24, 2026 · 13:43 UTC
Not present
Oct 27, 2026 · 00:59 UTC
false
From the developer’s listing and package; capabilities are not independently tested. Package observed Nov 2, 2026.
Review scenarios; not an exhaustive list.
Bankstatemently is a digital bank statement parsing service. The ChatGPT plugin does not sell products, subscriptions, or credits, process payments, promote upgrades, or initiate purchase flows. Users may connect an existing Bankstatemently account and use the features and credits already available to that account. The plugin can parse bank statements, check existing credit entitlements, retrieve parsed results, list prior statements, and evaluate benchmark output.
Terms may have changed since this observation.
Convert this bank statement PDF into a spreadsheet
--- name: analyze-spending description: Use when the user asks to categorize spending, group by merchant or category, rank top merchants, or show monthly trends on converted statements. Do not use for first-time PDF conversion, period reconciliation, or benchmark scoring. --- # Analyze **Input:** the user's analysis scope — account, product, content hash, date range, or free-text filter. **Output:** category totals, merchant or counterparty totals, top merchants, and a monthly trend, each row citing content_hash. Treat the input as the user's analysis scope: account, product, content hash, date range, or free-text filter. Follow this sequence: 1. If the scoped statement has not been categorized, call `categorize_statement`. 2. Call `group_by` for category totals within the scope. 3. Call `group_by` for merchant or counterparty totals within the scope. 4. Call `top_n` to rank the largest merchants or counterparties within the scope. 5. Call `time_series` with monthly buckets for trend figures within the scope. 6. Present category totals, merchant or counterparty totals, top merchants, and the monthly trend. Cite content_hash for every figure or table row you report. **Example prompt:** Categorize my checking account spending last quarter and show top merchants plus the monthly trend.
--- name: benchmark-accuracy description: Use when the user asks to convert and score a published Bankstatemently benchmark statement. Do not use for ordinary user-statement conversion, spending analysis, or reconciliation. --- # Benchmark **Input:** a benchmark statement id, PDF URL, or free-text benchmark request. **Output:** extraction accuracy, integrity score, overall score, and major failure categories, citing the benchmark statement id and converted document content_hash. Treat the input as a benchmark statement id, PDF URL, or free-text benchmark request. Follow this sequence: 1. Read the benchmark catalog resource and choose the named published statement. 2. Convert the benchmark PDF with `convert_statement`. 3. Fetch the converted data with `get_statement` using original data mode. 4. Pass the benchmark statement id and original parsed transactions to `evaluate_benchmark`. 5. Present extraction accuracy, integrity score, overall score, and any major failure categories. Cite the benchmark statement id and converted document content_hash. **Example prompt:** Convert and score the published bsb-004 benchmark statement.
--- name: convert-statement description: Use when the user attaches a bank statement PDF or asks for CSV/XLSX/QBO/Xero export of a converted statement. Do not use for spending analysis, reconciliation, or benchmark scoring — those have their own skills. --- # Convert **Input:** a public HTTPS PDF URL, host-provided PDF attachment, or local file path the host cannot pass directly. **Output:** the conversion summary, key account details, statement period, balances, transaction count, and optional CSV/XLSX/QBO/Xero download links. Follow this sequence: 1. If the input is a public HTTPS URL or host-provided PDF attachment, call `convert_statement`. 2. If the input is a local file path and the host cannot pass the file directly, call `request_upload`, upload the PDF bytes from the file's absolute path to the returned URL, then call `convert_statement` with the upload id. 3. If conversion is still processing, poll `get_statement` until the statement is ready or the tool returns a terminal summary. 4. Present the tool summary, key account details, statement period, balances, and transaction count. Use the response summary as the source of truth when present. 5. Ask which export the user wants. For CSV, XLSX, QBO, or Xero, call `get_statement` with the requested output format and present the returned link. **Example prompt:** Convert this bank statement PDF and give me a CSV download: https://bankstatemently.com/benchmark/statements/bsb-004-statement.pdf
--- name: reconcile-statements description: Use when the user asks to check statement coverage, missing periods, balance continuity, or cross-account transfers. Do not use for converting a new PDF, spending categorization, or benchmark scoring. --- # Reconcile **Input:** the account, product, date range, or free-text scope to reconcile. **Output:** a concise reconciliation report with covered periods, missing periods, balance-continuity breaks (with source content_hash pairs), and transfer findings. Treat the input as the account, product, date range, or free-text scope to reconcile. Follow this sequence: 1. Call `list_statements` to find statements in scope. 2. For each completed statement in scope, call `get_statement`. 3. Sort statements by account and period. Report missing periods, overlapping periods, and gaps. 4. Compare each closing balance with the next opening balance for the same account. Report every balance-continuity break with the two source content_hash values. 5. Call `list_transfers` for the same scope to identify cross-account matches and large unmatched movements when relevant. 6. Present a concise reconciliation report with the account scope, covered periods, missing periods, balance-continuity breaks, and transfer findings. **Example prompt:** Reconcile my savings account for 2024 — flag missing months and any balance breaks.
New: list_outflows shows the money that left your accounts, grouped by where it went: one of your own accounts, another account, cash, a named party, or unknown. It gives totals per currency and takes an optional date range. Changed: group_by and top_n group by counterparty instead of merchant. The counterparty is the one printed on the statement line, otherwise the printed account number (last digits), otherwise the name in the description. rate_statement accepts feedback with any rating.
Declared in the saved package. Remote tools may change independently.
Publisher declarations from the archived package. These are separate from our research and the live service's terms.
Package observed Nov 2, 2026.
plugin_asdk_app_6ac19b6690cc8191a624a003f3e732bc
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