🔬 Extract bank statement transactions from PDFs to Google Sheets with Google Drive and Gemini
⚡ 29 views · 🔬 Document Extraction & Analysis
Description
Quick overview
Accountants, freelancers and small businesses in Latin America who copy bank statement transactions by hand.
How it works
- Drop a statement PDF into a Google Drive folder.
- The workflow downloads it and extracts the text.
- Google Gemini returns every transaction as JSON (date, description, amount, debit/credit, balance), handling both 1.234,56 and 1,234.56 formats.
- Each transaction is appended as a row in Google Sheets.
- Always check totals against the original statement.
Setup
- Add Google Drive, Google Sheets and Google Gemini credentials (free API key from https://aistudio.google.com/apikey).
- Pick the folder in the trigger.
- Create a sheet with headers: Fecha | Descripcion | Importe | Tipo | Saldo | Archivo, and select it in the Sheets node.
- Text-based PDFs only (run OCR first for scans).
- Activate the workflow once the credentials are added.
Requirements
- n8n (cloud or self-hosted) and a Google account. The default model (gemini-3.5-flash-lite) is on the Gemini API free tier, so it runs at no cost within the free rate limits (free-tier data may be used by Google to improve its products; switch to a paid key for sensitive statements).
Customization
- Change the model or prompt in “IA: leer movimientos”
- Swap the trigger for Gmail attachments
- Add a category column to the prompt
Additional info
Text-based PDFs only (run OCR first for scans). Always check totals against the original statement.
Made by Agente Diario — daily AI & agents newsletter in Spanish: https://agentediario.beehiiv.com/subscribe?utm_source=n8n
🔗 Nodes Used
Google Sheets, Google Drive, Google Drive Trigger, Filter, Extract from File, Google Gemini
📥 Import
Download workflow.json and import into n8n:
Workflow menu → Import from File