← BankstatementlyCONTENT HISTORY
WHAT CHANGED
added
Update to Bankstatemently
Snapshot Oct 27, 2026 · 00:59 UTC · version 0.19.1
Package or technical metadata updated
Package or technical metadata updated
Observed in package metadata. These changes alone do not establish a new customer-facing feature.
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Is v2 template
Before
Oct 24, 2026 · 13:43 UTC
Not present
After
Oct 27, 2026 · 00:59 UTC
false
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added /is_v2_template
BEFORE
Field was absent
AFTER
false
Full snapshot data
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"created_at": "2026-10-05T03:24:49.157229Z",
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"description": "Convert your bank statements into structured, queryable financial data — transactions, accounts, and balances from any PDF statement, then analyze them across every statement you've uploaded.",
"display_name": "Bankstatemently",
"id": "pluginrel_caaccb93bf008191a9193ca866f22fbf",
"interface": {
"brand_color": "#AD569E",
"capabilities": [
"Convert PDF bank statements",
"Export to CSV, Excel, QBO, or Xero",
"List converted statements",
"Categorize transactions",
"Group spending by category, merchant, or month"
],
"category": "Finance",
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"long_description": "Bankstatemently converts PDF bank statements into structured transaction data.\n\nAttach 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.\n\nRequires a Bankstatemently account. Bankstatemently reads the PDF you provide and never connects to your bank.",
"plugin_category_id": "finance",
"privacy_policy_url": "https://bankstatemently.com/privacy",
"screenshot_urls": [],
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"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.",
"interface": {
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{
"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.",
"interface": {
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"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.",
"interface": {
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"display_name": "convert-statement",
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"short_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."
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{
"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.",
"interface": {
"brand_color": null,
"default_prompt": null,
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