Booksly Cowork

Bank statement extractor

Turn bank statement Excel and/or PDF into a normalized transaction Excel workbook—Skill + Training define columns and rules; no task prompt.

Statement · Excel & PDF
Bank statement export as Excel and/or PDF—attach at least one before generating.

This module runs a fixed workflow—no extra prompt is needed. Attach the required files, then generate your Excel workbook.

Attach bank statement Excel and/or PDF.

Output is always a downloadable Excel (.xlsx) when the agent calls export—use Download when your workbook is ready.

Output

Latest agent response for this module.