Financial Importer

App metadata

{
  "id": 10001127,
  "marketplace_developer_id": 100000171,
  "app_id": 10944219,
  "app_type": "app",
  "security_info": {},
  "gallery_assets": [
    {
      "url": "https://cdn.monday.com/marketplace/10001127/10001127_2026_2_31_8_52_27_4x77ezo.png",
      "type": "image"
    },
    {
      "url": "https://cdn.monday.com/marketplace/10001127/10001127_2026_2_31_8_52_32_9x2l9d4.png",
      "type": "image"
    },
    {
      "url": "https://cdn.monday.com/marketplace/10001127/10001127_2026_2_31_8_52_39_4dkihcp.png",
      "type": "image"
    },
    {
      "url": "https://cdn.monday.com/marketplace/10001127/10001127_2026_2_31_8_52_44_xkxm4mf.png",
      "type": "image"
    }
  ],
  "description": "<p><strong>Financial Importer</strong>&nbsp;turns PDF and CSV bank statements into structured&nbsp;<a href=\"http://monday.com/\" rel=\"noopener noreferrer\" target=\"_blank\">monday.com</a>&nbsp;board items — in seconds, not hours. Powered by AI, it eliminates manual data entry so finance teams, accountants, and operations managers can focus on analysis instead of typing.</p><p>Simply open the Board View, upload your statement, and let the app do the rest.</p><p><strong>What You Get:</strong></p><ul><li><strong>AI-Powered Extraction</strong>&nbsp;— Automatically reads and extracts transactions from PDF and CSV bank statements. No templates, no setup — it works with statements from&nbsp;<em>any bank worldwide</em>.</li><li><strong>Smart Column Mapping</strong>&nbsp;— Instantly maps extracted data (date, description, amount, balance) to your board's columns. Review and adjust mappings before importing.</li><li><strong>Bulk Import</strong>&nbsp;— Import hundreds of transactions into your&nbsp;<a href=\"http://monday.com/\" rel=\"noopener noreferrer\" target=\"_blank\">monday.com</a>&nbsp;board with a single click. No more copying and pasting row by row.</li><li><strong>Flexible File Support</strong>&nbsp;— Upload PDF or CSV files via simple drag-and-drop. The app handles multi-page PDFs and various CSV formats automatically.</li></ul><p><strong>Who Is It For?</strong></p><ul><li><em>Accountants and bookkeepers</em>&nbsp;managing multiple client bank statements</li><li><em>Finance and operations teams</em>&nbsp;tracking expenses, reconciling accounts, or building financial reports in&nbsp;<a href=\"http://monday.com/\" rel=\"noopener noreferrer\" target=\"_blank\">monday.com</a></li><li><em>Small business owners</em>&nbsp;who want a fast way to get bank data into their workflows</li></ul><p><strong>Use Cases:</strong></p><ul><li>Import monthly bank statements to track and categorize business expenses</li><li>Reconcile vendor payments by importing transaction history alongside existing board data</li><li>Build financial dashboards by bringing real bank data into&nbsp;<a href=\"http://monday.com/\" rel=\"noopener noreferrer\" target=\"_blank\">monday.com</a></li></ul><p><strong>AI Model:</strong>&nbsp;This app uses&nbsp;<strong>OpenAI</strong>&nbsp;to extract and structure transaction data from uploaded documents.</p><p><strong>Get Started:</strong>&nbsp;Install Financial Importer from the&nbsp;<a href=\"http://monday.com/\" rel=\"noopener noreferrer\" target=\"_blank\">monday.com</a>&nbsp;Marketplace, add the Board View to any board, and upload your first statement — it takes less than a minute.</p>",
  "short_description": "Import bank statements into your board with AI",
  "thumbnail_url": "https://cdn.monday.com/marketplace/10001127/10001127_2026_2_31_8_51_59_dvo8xrw.png",
  "logo_url": "https://cdn.monday.com/marketplace/10001127/10001127_2026_2_31_8_51_42_za2225e.png",
  "feedback_url": "carlos@devloggic.com",
  "privacy_policy_url": "https://devloggic.com/privacy-policy",
  "featured": false,
  "name": "Financial Importer",
  "how_to_use_url": "https://devloggic.com/demo/financial-importer",
  "external_pricing_url": null,
  "keywords": "bank statement,financial import,PDF import,CSV import, transaction,expense tracking,accounting,invoice,finance,AI extraction",
  "compliance_answers": [],
  "created_at": "2026-03-31T08:51:21.270Z",
  "updated_at": "2026-03-31T08:53:19.077Z",
  "automation_app_id": null,
  "marketplace_category_ids": [],
  "pinned_for_categories_ids": [],
  "featured_for_categories_ids": [],
  "pricing_data": "Free plan available",
  "label": null,
  "app_values": [
    "Works with AI Assistant"
  ],
  "security": false,
  "display_in_template_store": false,
  "acquisition_source": "No touch",
  "is_connector": false,
  "terms_of_service_url": "https://devloggic.com/terms-of-service",
  "available_for_tiers": [],
  "available_for_products": [],
  "google_analytics_tag_id": null,
  "is_solution": false,
  "app_scope_str": "boards:read,boards:write",
  "app_client_id": "c1c206b620b122399615aa63ef3d03bc",
  "app_color": "#0073EA",
  "plans": null,
  "app_live_version": {
    "updated_at": "2026-03-19T15:55:27.152Z",
    "id": 13290319
  },
  "pricing_model": null,
  "badges_data": {
    "pricing_data": "Free plan available",
    "app_values": [
      "Works with AI Assistant"
    ],
    "security": false,
    "acquisition_source": "No touch",
    "display_in_template_store": false
  },
  "data": {
    "is_connector": false,
    "google_analytics_tag_id": null,
    "is_solution": false,
    "terms_of_service_url": "https://devloggic.com/terms-of-service",
    "available_for_tiers": [],
    "available_for_products": []
  },
  "display": null,
  "installsDelta": {
    "totalInstalls": null
  }
}