AI Bank Statement Analyser — Claude API + Next.js
Upload any PDF bank statement and receive an instant, AI-powered financial breakdown — income, expenses by category, recurring payments, and cashflow trends — displayed in a clean dashboard. No manual data entry. No spreadsheet gymnastics. Just answers.
Build My Statement AnalyserWhat We Build
A full-stack financial document intelligence tool purpose-built for lenders, brokers, accountants, and fintech platforms that need to extract structured financial data from raw bank statement PDFs — instantly and accurately.
PDF Upload Interface (Next.js)
A clean drag-and-drop upload UI built in Next.js. Supports single and multi-statement uploads, file validation, and a live processing status indicator. Works on desktop and mobile.
Claude API Document Extraction
The PDF is sent to Anthropic's Claude API, which reads the statement and returns structured JSON: transaction list, income sources, expense categories, recurring payments, and an overall cashflow summary — without any custom parser or regex.
Expense Categorisation & Recurring Detection
Claude classifies every transaction — housing, food, transport, subscriptions, utilities, transfers — and identifies recurring payments with their frequency and amount. Custom category rules can be added per client.
Summary Dashboard with Charts
The extracted data is presented in a clear dashboard — income vs expense bar charts, category breakdown donut chart, recurring payments table, and a plain-English cashflow summary. Built with Recharts or Chart.js.
Export & Integration Options
Export the analysis as a PDF report or CSV. We also offer API endpoints so the analyser can be embedded into existing lending platforms, broker portals, or CRM systems.
Our Development Process
1. Statement Format Analysis
We collect sample statements from your target banks, analyse layout variations, and design the Claude prompt schema to handle each format accurately.
2. Prompt Engineering & Validation
Iterate on the Claude system prompt until extraction accuracy exceeds 95% across all sample statements. Define the JSON output schema.
3. Next.js App Build
Build upload UI, API routes for Claude calls, data transformation layer, and the dashboard with charts and transaction tables.
4. Security & Compliance Review
Implement file processing in-memory, access controls, rate limiting, and audit logging appropriate for financial data handling.
5. Deployment & Integration
Deploy to Vercel or your infrastructure. Integrate export features, user authentication if needed, and provide API documentation for platform embedding.
Tech Stack
Frontend & AI
- ✓ Next.js 14+ (App Router)
- ✓ Anthropic Claude API
- ✓ Recharts / Chart.js
- ✓ TypeScript + Tailwind CSS
Backend & Infrastructure
- ✓ Next.js API Routes
- ✓ pdf-parse / pdfjs-dist
- ✓ Supabase / PostgreSQL (optional storage)
- ✓ Vercel (deployment)
Why Choose Shapesky for Fintech AI Tools
No Custom Parsers Required
Claude reads bank statements like a human — no fragile regex or bank-specific parsers that break when the PDF layout changes.
Financial Data Security
We design for minimal data retention, encrypted transit, and access controls appropriate for sensitive financial documents.
Embeddable via API
The analyser is built as a standalone service with REST API endpoints so it can power your lending portal, CRM, or broker tool.
Proven Accuracy
We validate extraction accuracy against a diverse sample of real statements before handoff — not just a demo with a single bank.
Frequently Asked Questions
Ready to Automate Financial Document Analysis?
Let's build a bank statement analyser that extracts structured financial data from any PDF — instantly and accurately.
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