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Statement to Budget

com.statementtobudget.www/bank-statement-converter

Turn bank statement PDFs, CSVs, XLSX and OFX into categorised transactions plus a summary.

This endpoint completed initialize and tools/list. No tool was called.

Rank
#809
Score
83
Tool tokens
299
Tools
3

Tools

Token cost is the o200k count of the tools list JSON, including schemas, before any tool is called.

  • convert_statement

    Upload a bank statement (PDF, CSV, XLS, XLSX, or OFX) as base64 and run AI extraction + categorisation. Returns a session_id plus access.level: "full" when an API key with credit was supplied, otherwi

  • get_job

    Poll a conversion job by session_id. Status is processing, complete, or error.

  • get_transactions

    Fetch categorised transactions and a spending summary for a completed session. Preview sessions return 5 sample rows, locked_rows (date, category, masked description) for the rest, and unlock_url.

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