Duaer

Office tasks

Categorize bank statement lines and total them by category with Duaer

In Duaer, upload a bank statement, let Duaer Judgment put each transaction into categories you define, then export the lines and totals per category.

Build statement categorization in Duaer

  1. Add Form Trigger with one File field labelled Statement and Accepted File Types .xlsx,.csv.
  2. Add Extract from File with Extract From XLSX and Input Binary Field Statement. For GBK-encoded CSV, follow Parse CSV text in Duaer. Each transaction becomes one item.
  3. Add Duaer Judgment. Set Text to the description and counterparty columns, such as {{ $json.Description }} {{ $json.Payee }}.
  4. Under Questions add one: Name category, Type Choice, Options one key: description per line, such as salary: Payroll and benefits, rent: Rent and utilities, purchase: Supplier payments, travel: Travel, tax: Taxes, income: Sales income, other: Other.
  5. Duaer Judgment outputs only its verdict. Add Merge with Input 1 from Extract from File and Input 2 from Duaer Judgment, Mode Combine, Combine By Position, so each transaction gets its category.
  6. Add Convert to File to export the lines as XLSX. For totals per category, add Summarize split by judgment.category with Sum on the amount.

Better and cheaper categories

  • Specific option descriptions, such as purchase: payments to suppliers, excluding payroll and tax, beat bare names.
  • Each transaction is one Duaer Judgment call at the model price. Drop rows that need no judgment, such as interest and fees, with Filter first.
  • Statement lines go to the judgment model you pick. For sensitive data, pick a compliant model from your admin model pool.

Questions

Can Duaer use my own chart of accounts for statement categories?

Yes. Duaer Judgment categories are the keys and descriptions you write in Options, so use your account names.

Why does the Duaer Judgment result lack the transaction fields?

Duaer Judgment outputs only judgment, answers, and model. Merge it back with the transactions by Position.

In this section

Nodes

Judge a text with Duaer Judgment

In Duaer, Duaer Judgment answers several questions about one text in a single call: yes/no, choice, or score. For example, route a support ticket, rate its frustration, and flag urgency.

Snippets

Parse CSV text in Duaer, including GBK files

In Duaer, read CSV files with Extract From CSV; parse CSV text from an API, or a GBK-encoded bank export, into one item per row with the Code node.

Snippets

Group, sum, and count items in Duaer (like a pivot table)

In Duaer, the Summarize node groups items by region, customer, or category and returns sums, counts, and averages without code.

Office tasks

Extract PDF invoices into an Excel sheet with Duaer

In Duaer, upload a batch of PDF invoices, read their text, let the invoice extraction employee return vendor, amount, tax ID, and date, then export one Excel sheet.