AI Document Extraction for Finance
March 14, 2026
Supported documents
PaxMoney's AI (Google Gemini) can process:
Bank statements: - Checking account (deposits and withdrawals) - Credit card (all purchases) - PDF formats from major Brazilian and American banks
Brokerage notes: - Stock buys and sells - FII and ETF operations - Notes from Brazilian and American brokerages
Receipts and proof: - Receipt photographs - Online purchase screenshots - Transfer confirmations
Special capabilities: - Password-protected PDFs (provide the password and AI processes) - Documents up to 80 pages - Multiple languages (Portuguese, English)
How the process works
Step 1: Select the document (PDF, image, or screenshot)
Step 2: AI analyzes the content and identifies transactions
Step 3: Extracted data is presented for review (date, amount, description, suggested category)
Step 4: Review, edit if needed, and confirm
Step 5: Transactions are added to your history
The process takes seconds for simple documents and a few minutes for long statements. Compared to hours of manual typing, it's a revolution.