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Merchant Statement

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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Case study
Case study
Case study
Case study

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.

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Pierre Laprée
Founder & CPO at SpendHQ

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.

Nom

Type

Exemple

Instruction

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

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

Report manager

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

Turnover

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

Number of projects completed

Number 14 Found in an activity summary or summary table.

Comments of the month

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

Evolution Compared to the Previous Month

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

Objectives of the month

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

Customer satisfaction rate

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

Date of publication

Date 02/08/2025 On the last page or in the header of the report.
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Discover the full extraction template
Discover the full extraction template

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.

Test Koncile on a merchant statement

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

Why automate your relationships with Koncile?

1

Fast structuring of your KPIs

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

2

Multi-formats accepted

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

3

Connect to your tools

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

4

Automated comparative analysis

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

5

Semantic reading of comments

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

The API to streamline your document management

status
string

Document status can be DONE, DUPLICATE, or IN PROGRESS

document_id
integer

Unique identifier assigned to each document

general_fields
objects

Fields that appear once per document. Returns in the format: {field_name: extracted_value}

Full documentation
Full documentation
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Security and privacy

An AI OCR tool built for regulated environments

Founded by a former lawyer, Koncile was designed with compliance and data protection at its core. We are independently audited under SOC 2 and compliant with GDPR and HIPAA requirements.

Review our security docs
Review our security docs

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All our ressources
All our ressources
Procurement

Receipt

Merchant details, purchase details, quantities, prices

Procurement

Pricing grid

Pricing grid or framework agreements

Procurement

Purchase order

Contact details and product details, quantities, and prices

Procurement

Invoice

Supplier details and line-by-line details

Procurement

Quotes

Supplier information and line-by-line details

Procurement

Product catalog

Product name, reference, category, price, stock, stock, description, visuals: extracted by AI, ready to integrate your digital catalog.

Procurement

Delivery note

Delivered address, supplier, delivered products, and quantities

FAQ

All your questions
on Koncile

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.

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.

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.

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.