Bank Statement Report Plugin · emploidai Marketplace
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Bank Statement Report Plugin

by moyuxiaowei · v0.0.2

Intelligently parse bank statement files, generate structured Markdown format analysis reports, and output a detailed PDF format report file.

84 installsUpdated Jul 17, 2026
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This community listing does not yet include every recommended support, privacy, pricing, and permission disclosure. Review the available package permissions before installing.

Capabilities

Tools

Available inside your emploidai workspace after installation.

Data sources

Available inside your emploidai workspace after installation.

Category

tool

Version

0.0.2moyuxiaowei

Requirements

Maximum memory 256MB

Pricing

Not disclosed by publisher

Security & access

Review before installing

CompatibleRequires emploidai 1.1.0+

Permissions

  • Uses app capability
  • Uses model capability
  • Uses storage capability
  • Uses tool capability
  • Requires encrypted tool credentials

Dependencies

No additional dependencies

Resources

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Bank Statement Report Plugin - User Guide

Welcome to the Bank Statement Report Plugin! Designed specifically for the Dify platform, this plugin intelligently parses user-uploaded bank statement files (supports direct file uploads or public download links), extracts key financial data, and generates professional, structured analysis reports with one click.

  • ✅ Supports uploading personal/corporate bank statements, Alipay, and WeChat Pay records in PDF and Excel formats.
  • ✅ Multi-file merging and parsing — throw multiple statements in together and output a merged result all at once.
  • ✅ Automatically generates analysis reports — goes beyond basic statistics to identify abnormal transaction signals.

Operation Demo

🔑 1. Obtain and Configure API Key

To allow the plugin to call the backend professional parsing engine, you need to configure the API Key for the Ziya Mini Program:

  1. Open WeChat, search for and enter the mini program "Ziya Yichu".
  2. After registering/logging in, obtain your exclusive API Key in the personal center or developer settings page.
  3. After installing this plugin on the Dify platform, click Authorize on the plugin card and enter the obtained Key.

🛠️ 2. Tool Node Usage Instructions

When calling the [Generate Bank Report] tool node in a Dify Workflow or Agent, you need to understand the following parameter logic:

Input Parameters

  • Platform Files (dify_files): Recommended usage. When users upload files directly in the chat window or through upstream nodes, map them directly to this variable.
  • External File Links (file_urls): If the files are stored externally and have public download links, you can enter them separated by English commas.
  • External File Names (file_names): Used in conjunction with file_urls. If not provided, the system will automatically align and pad the array for you (e.g., naming them "Unnamed File_1").

💡 Smart Merge Mechanism: If you pass both "Platform Files" and "External Links", the plugin will automatically merge them and send them to the backend for unified processing.

Output Results

The plugin outputs two core variables:

  • text (String): The generated plain text format bank report (Markdown format). It is clean, stripped of all underlying file download links, and highly suitable for direct display to users.
  • json (Object): Outputs information about the last core report file parsed from the generated report (usually a PDF format bank analysis report). Its data structure is a simple JSON dictionary containing filename and url (file download link).

⚡ 3. Advanced Usage: How to Extract Large Files from the Report? (Must Read)

Because the PDF reports generated by bank statement analysis are often large (over 10MB), forcing a direct download within the plugin easily exceeds Dify's underlying communication memory limits, causing crashes (throwing Unknown error).

To completely avoid crashes, this plugin outputs the file's download link (located in the json variable). If you need to pass the generated PDF report to the next node (such as a Document Extractor) for processing, strictly follow these steps to build your workflow:

  1. Obtain the Link: After the current [Generate Bank Report] node runs successfully, extract its core file download link: {{ node_name.json.url }}.
  2. Connect HTTP Request Node to Download Entity (Critical Step):
    • Add a Dify official [HTTP Request] node before the target node.
    • Request Method: GET.
    • Request URL: Enter the link variable obtained in the previous step {{ node_name.json.url }}.
    • Principle: Dify's HTTP node is downloaded by the main service, bypassing the plugin's underlying memory limits. After downloading, it automatically packages the file into a native file (or body) variable with a 📎 icon!
  3. Pass to Downstream: Now, you can safely feed that perfect file variable output by the HTTP node into any downstream node that requires a "file type input" (like the [Document Extractor]).

⚠️ Common Troubleshooting

  • Backend API Request Timeout: If you pass a large number of files, the backend API's parsing and generation may be very time-consuming. The maximum tolerance time for this plugin is 15 minutes. If it still reports an error, it means you have put too much pressure on the backend server!
  • Invalid api_key: Please check if the Key you configured in the credentials was copied completely.