AI OCR for merchant statement reports

Koncile extracts and structures key data from your merchant statement reports: indicators, figures, comments, goals.

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Example of OCR analysis on a merchant statement activity reportExample of OCR analysis on a merchant statement activity report

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From your PDF reports to your dashboards

Koncile OCR extracts performance indicators from your merchant statement to facilitate their integration into your analysis or reporting tools.

AI extraction of a merchant statement

Koncile automates the intelligent extraction of contractual data. Despite the complexity of our clients’ contracts, the tool ensures quality and speed, saving us valuable time.

Fields extracted from a merchant statement

Examples of fields automatically extracted by Koncile from a merchant statement.

Name

Type

Example

Guideline

Validité

Text

Oui

Vérifie que le RIB est bien constitué des éléments suivants :
- Code banque (5 chiffres)
- Code guichet (5 chiffres)
- Numéro de compte (11 caractères alphanumériques)
- Clé RIB (2 chiffres)
Si les RIB est bien constitué de ces éléments, choisis la valeur "Oui". Sinon choisis la valeur "Non".

Business name

Koncile SAS Indicated in the header or first page of the report.

Report manager

Marie Lefèvre Often identified on the front page or at the end, as author or editor.

Turnover

82,500€ Presented in the financial or economic performance section.

Number of projects completed

14 Found in an activity summary or summary table.

Comments of the month

Good commercial momentum observed. Free text often as a conclusion or in general comments.

Evolution Compared to the Previous Month

+12% in turnover Comparative data in a section or evolution graph.

Objectives of the month

Launch of the new version of the app Often listed in the introduction or a dedicated section.

Customer satisfaction rate

92% Presented in a quality/service chart or section.

Date of publication

02/08/2025 On the last page or in the header of the report.
Flèche courbée vers le haut.

Add any extraction field

Flèche courbée vers le haut.

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Why choose Koncile for your monthly activity reports ?

Extraction invoice

Scanned or photographed accounting documents

Whether your documents are scanned, photographed, or photocopied, our OCR technology converts them into usable data with remarkable reliability.

Even old, blurry, or poorly cropped documents can be analyzed thanks to our automatic correction engine.

Unrecognized fields are isolated and sent to our alert center for manual review or validation, ensuring a high level of completeness and reliability.

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Test Koncile on a merchant statement

Upload a typical monthly report and see what data is automatically extracted.

Créez vos modèles d’extraction, testez sur un premier document et passez à l’échelle !

Why automate your relationships with Koncile?

Fast structuring of your KPIs

Use the key figures in your merchant statement more quickly, without manual reprocessing.

Multi-formats accepted

Scans, images, PDFs, typed or free documents: OCR adapts to the format of your reports.

Connect to your tools

Export to Excel, BI dashboards or integration via API for automated reporting.

Automated comparative analysis

Koncile extracts data month by month to facilitate your comparisons and consolidated reports.

Semantic reading of comments

Our AI identifies managerial remarks and textual objectives to enrich your qualitative reporting.

The OCR API to automate reporting

No items found.

status

string

Statut du document qui peut être DONE, DUPLICATE, IN PROGRESS.

document_id

integer

Numéro unique attribué pour chaque document

general_fields

objects

Champs généraux apparaissant une seule fois dans chaque document extrait. Retour au format : {nom du champ: valeur extraite}

line_fields

objects

Champs répétés extraits en bloc pour chaque ligne ou chaque tableau. Retour au format : {nom du champ: valeur extraite}

Request

curl api.koncile.ai/tasks/{task_id}/ \
  -H "Content-Type: application/json" \
  -H "Authorization: Bearer $API_KEY"
response = requests.get(f"{api_url}/tasks/{task_id}/",
headers={"accept": "application/json", "Authorization":{"Bearer{api_key}"})

Response

{
"status": DONE | DUPLICATE | IN PROGRESS | FAILED,
"document_id": ID,
"document_name": "name",
"status_message": "",
	"General_fields":
		{
		"Date" : {"value": "05/08/2022", "confidence_score": 0.99},
		"Price" : {"value": "$23", "confidence_score": 0.98}
		}
	,
	"Line_fields":
		{
		"Date" : [{"value": "05/08", "confidence_score": 0.97}, {"value" : "05/08", "confidence_score": 0.98}, ],
		"Price" : [{"value": "$23", "confidence_score": 0.98}, {"value": "$12", "confidence_score": 0.97}],
		}
}

An AI OCR designed for security

No training on your reports

End-to-end encryption

Secure storage in Europe

Full compliance with the RGPD

Cadenas noir entouré d'étoiles noires.

Discover more OCR use cases

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Bank Transfer Receipt

Accounting

Type de transaction, montant, devise, date d’exécution, nom de l’émetteur, IBAN émetteur, nom du bénéficiaire, IBAN bénéficiaire, motif du virement, frais bancaires, référence de virement.

Confirmation of payment

Accounting

Amount paid, date, payee, bank reference, currency

Transaction confirmation

Accounting

Transaction type, ISIN, amounts, fees

Key information documents

Accounting

Product objective, risk profile, performance scenarios, recommended holding period

Any question?

Contact us at contact@koncile.ai, check out our documentation, or book a demo.

How does OCR extract information from a merchant statement?

OCR analyzes the monthly activity report using computer vision algorithms to identify characters and tables. NLP then makes it possible to interpret content, whether structured or not. This combination ensures accurate extraction of key information.

Can OCR process a printed or handwritten merchant statement?

Yes, OCR is able to process monthly printed or handwritten activity reports. For handwritten documents, it uses advanced handwriting recognition technologies in order to extract structured and usable digital content.

Can I extract specific information from a merchant statement?

Yes, you can extract accurate data such as sales, team performance, business volumes, or monthly comparisons. OCR can be configured according to the structure of your reports.

In what format should I import a merchant statement for OCR analysis?

You can import a monthly activity report in PDF or image format (PNG, JPEG, etc.). These formats are compatible with OCR for automated extraction of key data. Consult The documentation for more details on accepted formats and the upload process.