Any Finance

Credit Card Statement Poster

A finance ops agent that monitors a shared statements folder for new credit card PDFs, extracts every transaction with OCR, classifies each line to an expense account using historical postings from your ERP, and creates a consolidated journal entry debiting expense accounts and crediting the card liability. Lines that fall below a confidence threshold are routed to a review queue instead of being posted. After each run, the agent emails a posting summary with totals, the journal entry reference, mapping accuracy, and any rows that need human review. It deduplicates against previously processed statement files so the same statement never posts twice.

7 template uses · 1 catalog view

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Agent snapshot

Built for any work, not a generic template.

template uses

catalog view

integrations used

labels matched

Any Finance

Sample input

Build an agent to credit Card Statement Poster. Use Google Drive, Xero, and Google Sheets. Focus on finance. Return a ready-to-review result after each run.

Sample output

Watches your statements folder, OCRs every line, auto-maps each transaction to expense accounts using past ERP history, and posts a consolidated journal entry with a posting summary email.

Workflow brief

Where Credit Card Statement Poster fits in a any automation system

Credit Card Statement Poster is designed for a specific recurring job: a finance ops agent that monitors a shared statements folder for new credit card PDFs, extracts every transaction with OCR, classifies each line to an expense account using historical postings from your ERP, and creates a consolidated journal entry debiting expense accounts and crediting the card liability. Lines that fall below a confidence threshold are routed to a review queue instead of being posted. After each run, the agent emails a posting summary with totals, the journal entry reference, mapping accuracy, and any rows that need human review. It deduplicates against previously processed statement files so the same statement never posts twice. The agent page keeps the workflow concrete by showing the connected apps, the input a team can give Twin, and the output the run is expected to produce.

A team can start from this public template, adjust the instructions, connect the relevant accounts, and schedule the agent once the review path is clear. That makes it useful for repeatable work where the same research, update, summary, or follow-up needs to happen again.

In this setup Twin uses Google Drive, Xero, and Google Sheets as source systems, action targets, or reporting destinations. The agent can combine those tools with browser automation and API calls when the workflow crosses systems.

What this agent automates

This run includes 8 concrete steps from the published agent data.

Signal 1 · 1

List the statement folder, diff against the processed-statements table, and pick up only new PDFs

Signal 2 · 2

Download each new PDF, OCR every transaction row, and normalize fields (date, vendor, amount, currency, reference)

Signal 3 · 3

For each line, query the ERP for prior journal entries with matching or similar vendor strings and rank candidate expense accounts

Signal 4 · 4

Score each mapping; if score is above the confidence threshold, attach the account; otherwise flag for review with top suggestions

Signal 5 · 5

If posting mode is auto-post and the approval rule permits, create a single journal entry per statement in the ERP debiting mapped expense accounts and crediting the card liability account

Signal 6 · 6

If posting mode is draft, create the journal entry as draft and include the link in the summary email

Integrations used

Credit Card Statement Poster connects Google Drive, Xero, and Google Sheets.

Google Drive

Connected in this agent

Xero

Connected in this agent

Google Sheets

Connected in this agent

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