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OCR Bank Statement

OCR Bank Statement

Brick OCR Bank Statement is a Financial Insight product for extracting structured financial data from supported digital bank statement PDF files. Upload a statement through the Brick Dashboard or API, then use the extracted CSV result for record-keeping, review, reconciliation, or downstream financial analysis.

Use OCR Bank Statement when your team needs to process bank statements without manually copying transaction rows, account holder details, account numbers, or transaction metadata from PDFs. This feature is available through the Brick Dashboard and Extract Bank Statement OCR API.

What You Can Do With OCR Bank Statement

• Upload supported bank statement PDF files.
• Track OCR processing status from the dashboard or API flow.
• Download extracted data in CSV format.
• Receive an email notification when enabled.
• Use completed OCR output for Bank Statement Analysis.

Output

After a successful upload and processing, you will receive:

• A transaction record in the OCR Bank Statement list.
• A CSV file containing extracted data.
• An email notification when email delivery is enabled in the dashboard or provided in the API request.

Prerequisites

Before using OCR Bank Statement, ensure the following:

• You have access to the Brick Dashboard.
• You have a supported digital e-statement in PDF format.
• The file size does not exceed 5 MB.

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How to Use

Step 1: Access OCR Bank Statement

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1.	Log in to the Brick Dashboard
2.	Navigate to Financial Insight → OCR Bank Statement
3.	The OCR Bank Statement list page will be displayed

If no data exists, the page will show “No data found.”

Step 2: Upload a Bank Statement

1. Click Upload File at the top-right corner

2. In the upload modal:
   • Select or drag-and-drop a file.
   • Ensure the file size does not exceed 5 MB.
3. (Optional) Enable Send the OCR result to this logged-in account
4. Click Proceed to start processing

File Quality Guidelines

👍 Recommended

1. Clear, readable digital bank statements
2. Original PDF files with sharp text

🚧 Not Recommended

1. Blurry or noisy scanned images
2. Screenshots
3. Heavily compressed files

⚠️ Poor file quality may reduce OCR accuracy or cause processing failure.

Step 3: Monitor Processing Status

After uploading, a new record will appear in the list with details such as:

• Upload Date
• Transaction ID
• Bank Name
• Account Holder
• Account Number
• Status

Use search by transaction ID to locate a specific record, or filter by date to narrow the results.

Step 4: Retrieve OCR Result

Once the transaction status is Completed, you can retrieve the OCR result using one of the following methods:

Option 1: Via Email

1. Open your email inbox
2. Locate the email titled Brick OCR Statement
3. Download the attached CSV file

The email is sent only if the email delivery option was enabled during upload or specified in the API request.

Option 2: Via Dashboard

1. Navigate to the OCR Bank Statement page
2. Click the Action (⋮) menu on the selected record
3. Choose Read Document to view the parsed result, or
4. Select Download Data (CSV) to download the extracted data