Bank statements (beta)

from fastocr_sdk import FastOCR

# Reads the key from the FASTOCR_API_KEY environment variable.
with FastOCR() as client:
    job = client.extract_statement("statement.pdf")
    client.bank_statements.save(job.id, "statement.xlsx", "xlsx")
    print(job.status, job.pages_billed, job.needs_review)

// Node.js 18+, no dependencies. Save as statement.mjs and run: node statement.mjs
import { readFile, writeFile } from 'node:fs/promises';
import { randomUUID } from 'node:crypto';

const BASE = 'https://api.fastocr.org';
const auth = { Authorization: `Bearer ${process.env.FASTOCR_API_KEY}` };

async function api(path, init = {}) {
  const response = await fetch(BASE + path, { ...init, headers: { ...auth, ...init.headers } });
  const body = await response.json();
  if (!response.ok) throw new Error(`${response.status} ${body.error?.code ?? body.message}`);
  return body;
}

const pdf = await readFile('statement.pdf');

// 1. Create a statement
const created = await api('/v1/bank-statements', {
  method: 'POST',
  headers: { 'Content-Type': 'application/json', 'Idempotency-Key': randomUUID() },
  body: JSON.stringify({ filename: 'statement.pdf' }),
});

// 2. Upload the file to the presigned URL
const upload = await fetch(created.upload_url, {
  method: 'PUT',
  headers: { 'Content-Type': 'application/pdf' },
  body: pdf,
});
if (!upload.ok) throw new Error(`Upload failed: ${upload.status}`);

// 3. Poll until the status is completed or failed. The first poll after the upload starts extraction.
let statement;
do {
  statement = await api(`/v1/bank-statements/${created.id}`);
  if (!['completed', 'failed'].includes(statement.status)) await new Promise((resolve) => setTimeout(resolve, 3000));
} while (!['completed', 'failed'].includes(statement.status));
if (statement.status === 'failed') throw new Error(statement.error.code);

// Download the Excel file from the link in the completed statement
await writeFile('statement.xlsx', Buffer.from(await (await fetch(statement.outputs.xlsx.url)).arrayBuffer()));
console.log(statement.status, statement.pages_billed, statement.needs_review);

export FASTOCR_API_KEY="your_api_key"

# 1. Create a statement
RESPONSE=$(curl -sS --fail-with-body -X POST https://api.fastocr.org/v1/bank-statements \
  -H "Authorization: Bearer $FASTOCR_API_KEY" \
  -H "Idempotency-Key: $(uuidgen)" \
  -H "Content-Type: application/json" \
  -d '{"filename":"statement.pdf"}')
STATEMENT_ID=$(echo "$RESPONSE" | jq -r .id)
UPLOAD_URL=$(echo "$RESPONSE" | jq -r .upload_url)

# 2. Upload the file to the presigned URL
curl -sS --fail-with-body -X PUT "$UPLOAD_URL" \
  -H "Content-Type: application/pdf" \
  --data-binary @statement.pdf

# 3. Poll until the status is completed or failed. The first poll after the upload starts extraction.
while true; do
  BODY=$(curl -sS --fail-with-body https://api.fastocr.org/v1/bank-statements/$STATEMENT_ID \
    -H "Authorization: Bearer $FASTOCR_API_KEY") || exit 1
  STATUS=$(echo "$BODY" | jq -r .status)
  case "$STATUS" in completed|failed) break;; esac
  sleep 3
done
[ "$STATUS" = "completed" ] || { echo "$BODY" | jq .error; exit 1; }

# Download the Excel file from the link in the completed statement
curl -sS --fail-with-body "$(echo "$BODY" | jq -r .outputs.xlsx.url)" -o statement.xlsx

client.bank_statements.save(statement_id, "statement.qbo", "qbo", account=1)
data = client.bank_statements.json(statement_id)

# Accounting formats: add the account when the statement has several
curl -sS --fail-with-body "$(echo "$BODY" | jq -r '.outputs.qbo.files[0].url')" -o statement.qbo