pdf-statement-parser
PDF Statement Parser
Table of Contents
- Overview
- Input contract
- Workflow
- Document type playbooks
- Output contract
- Confidence scoring
- Guardrails
- Example
Overview
Bank, brokerage, retirement, HSA, and mortgage statements arrive as PDFs in many house-styles. This skill is the prompt-driven extraction methodology: identify the document type, locate the canonical fields by their labels (not position), pull every transaction or holding row, and emit a strict JSON record. All monetary values become integer cents, all dates become ISO 8601 (YYYY-MM-DD).
Use directly with Claude's PDF reading: Read the PDF, then run this skill's workflow on the visible content. No external library needed.
Input contract
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