AgentPMT

Bank Statement OCR and Expense Categorization

Saves ~1 hr

Details

Accepts uploaded bank statements, extracts transactions via OCR, categorizes each transaction by expense type, logs categorized data to a spreadsheet, and generates a spending breakdown chart. Perfect for personal finance analysis or small business bookkeeping.

Tools In This Workflow

Workflow Steps

  1. 1Request Bank Statements
  2. 2Upload Statement Files to File Management
  3. 3Extract Transactions via OCR
  4. 4Categorize Transactions
  5. 5Log to Google Sheets
  6. 6Generate Spending Chart
  7. 7Notify Completion
Step 1 of 7
Prompt1

Request Bank Statements

Goal: Collect bank statement files from the user | Inputs: User's bank statement files (images or PDFs) | Outputs: Bank statement files ready for upload and processing | Constraints: Accepted formats: images (PNG, JPG) or PDF files | Success criteria: At least one bank statement file is provided by the user

Frequently Asked Questions

How do I connect this workflow to my local agent like OpenClaw or Claude Code?

You can install the local MCP server by opening a terminal and running:

Install commands

npm install -g @agentpmt/mcp-router
agentpmt-setup

This will connect you to local agents like Claude Code, Windsurf, Grok Build, Cursor, etc.

Alternatively you can connect to the hosted version with this config block, no installation required:

Hosted MCP config

{
  "mcpServers": {
    "agentpmt": {
      "type": "streamable-http",
      "url": "https://api.agentpmt.com/mcp",
      "headers": {
        "Authorization": "Bearer <AGENTPMT_BEARER_TOKEN>",
        "x-instance-metadata": "{\"client\":\"generic-mcp\",\"platform\":\"remote\"}"
      }
    }
  }
}

View MCP Connection Instructions for more details.

How do I trigger this workflow?

You can use it here in the browser by clicking the 'Try It' button.

If you 'star' the workflow it will save to your dashboard for quick access.

To use the workflow in an external agent, make sure you have followed the steps to connect it to the MCP server and then copy / paste this prompt, or just tell it to use the AgentPMT MCP server and use this workflow.

Agent prompt

Call the AgentPMT-Workflow-Skills tool with action 'get_workflow_skill' and skill_id 69921b5aaa85db8efed137a0 ("Bank Statement OCR and Expense Categorization").

Looking for help integrating AI into your business? Set up a free consultation.

Bank Statement OCR and Expense Categorization - AI Agent Workflow Skill | AgentPMT