STOP Wasting Hours On Bank Statements — This Free AI Excel Tool Does It All

Can Excel read your bank statements for you? Now it can.
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In this Excel VBA training, we build a complete Bank Statement Analyzer that extracts data from PDF statements, runs OCR, categorizes transactions using AI (Groq), and compiles results in an Excel workbook — fully automated! Learn how to integrate Dropbox, OCR.Space, Make.com, and Groq for intelligent transaction parsing.

In This Video, You’ll Learn:
✓ Extract bank statement data from PDFs
✓ Use OCR + AI for accurate transaction parsing
✓ Automate the entire flow with Make, Dropbox & Webhooks
✓ Categorize transactions intelligently using Groq
✓ Generate a dynamic, structured Excel report

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𝐓𝐢𝐦𝐞𝐬𝐭𝐚𝐦𝐩𝐬:
0:00 – Introduction
0:30 – Overview
2:46 – Admin & Folder Setup
8:04 – Analyzed System logs
9:08 – Make.com Scenario Setup
10:23 – Dropbox Path Formatting
11:52– Analyze Statements
13:00– Build Categories and Rules
16:43 – System message send to Groq
18:07 – Loop Through PDFs
20:00 – Send Data to AI
21:33– Send to Make Webhook
25:31 – Connect to Dropbox
27:00 – OCR Text Extraction
31:34 – Use Groq
36:00 – Save Excel Workbook
42:00 – Archive Files + Log
46:00 – Display PDF + Results
47:00 – Fix Conditional Formatting

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