Upload bank statement file

POST

/api-v1/statements

Statements

Upload a bank statement file for processing.

The file is automatically stored in Supabase Storage and AI processing
is triggered to extract transactions.

Supported file formats: PDF, CSV, OFX, QFX, XLSX

Example using curl:

Request

Authorization

API Key

Add parameter in header

X-API-Key

Example:

X-API-Key: ********************

JWT Bearer

Add the parameter

Authorization

to Headers

Example:

Authorization: ********************

Body Params multipart/form-dataRequired

Responses

🟢201

application/json

Statement created

Body

🟠400BadRequest

🟠404

🟠415

🔴500

Request Example

Shell

JavaScript

Java

Swift

curl --location --request POST 'https://gvazyknvkqdeuzmrnuwu.supabase.co/functions/v1/api-v1/statements' \
--header 'X-API-Key: <api-key>' \
--form 'bank_account_id=""' \
--form 'file=@""' \
--form 'period_start=""' \
--form 'period_end=""' \
--form 'statement_date=""' \
--form 'opening_balance=""' \
--form 'closing_balance=""'

Response Example

201 - Success

{
    "success": true,
    "data": {
        "id": "880h1722-h52e-74g7-d049-779988773333",
        "file_name": "estado_cuenta_febrero_2025.pdf",
        "file_url": "https://gvazyknvkqdeuzmrnuwu.supabase.co/storage/v1/object/public/ellybucket/bank-statements/company-id/account-id/2025-02.pdf",
        "storage_path": "bank-statements/company-id/account-id/2025-02.pdf",
        "file_type": "pdf",
        "file_size_bytes": 524288,
        "period_start": "2025-02-01",
        "period_end": "2025-02-28",
        "statement_date": "2025-02-28",
        "opening_balance": 125000.5,
        "closing_balance": 145000,
        "status": "uploaded",
        "transaction_count": 0,
        "total_credits": 0,
        "total_debits": 0,
        "created_at": "2025-03-01T10:00:00Z",
        "bank_account": {
            "id": "550e8400-e29b-41d4-a716-446655440000",
            "account_name": "BBVA Business Checking",
            "institution_name": "BBVA"
        }
    }
}

Modified at 2025-12-30 00:32:01

List bank statements

Get statement details