AI & Technology

AI Document Extraction for Finance

March 14, 2026

Intelligent document extraction eliminates hours of manual typing. Import statements and AI does the heavy lifting.

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.

Frequently Asked Questions

Try free for 30 days

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