AI-Process Credit Card - Card Data Extraction for Make

What this module does

PDF4me AI-Process Credit Card extracts structured card data from credit card images inside your Make scenario using AI-powered machine learning. Supply a PDF, PNG, JPG, or JPEG credit card image and the module returns card number, expiry date, CVV, cardholder name, card type, card brand, and issuing bank as individually mappable fields. Use the output for expense tracking, corporate card management, and PCI DSS compliance workflows.

Supports PDF, PNG, JPG, and JPEG inputs

Pass binary content from Dropbox, Google Drive, email, or form upload modules directly to the Document field. Set the Credit Card Name with the correct extension (.pdf, .png, .jpg, .jpeg) so the AI detects the format accurately. Physical card photos and digital card statement PDFs both work without any conversion step.

Output includes warnings and fallbackUsed flags

The creditCardData object includes a warnings array and a fallbackUsed boolean. Check these in a Make Filter after the module, if fallbackUsed is true or warnings are present, route the result to a human review queue rather than passing card data directly to payment or ERP systems.

Use Custom Field Keys for non-standard card fields

Add extra field names via Custom Field Keys to extract fields beyond the standard credit card schema, for example loyalty_number or rewards_tier. Each custom key is returned as an individual mappable token in the output bundle ready to wire into downstream modules.

PDF4me AI-Process Credit Card module extracts structured data from credit cards and cards using AI-powered machine learning within Make scenarios. Process credit card PDFs or images via Make triggers, binary data, base64 strings, or public URLs to automatically extract card numbers, expiry dates, cardholder names, CVV codes, card types, issuing banks, card brands, account numbers, valid dates, and other credit card fields with high accuracy and intelligent field recognition. This solution is ideal for credit card processing automation, payment card digitization, expense tracking, financial data extraction, automated card verification, PCI DSS compliance workflows, and credit card information processing workflows that require AI-powered extraction with structured output and seamless integration.

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Authenticating Your API Request

To access the PDF4me Web API through Make, every request must include proper authentication credentials. Authentication ensures secure communication and validates your identity as an authorized user, enabling seamless integration between your Make scenarios and PDF4me's powerful AI credit card processing services.

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Key Features

• Comprehensive Card Data: Extract card numbers, expiry dates, CVV, and cardholder information
• Card Type Detection: Automatically identify card types and brands
• Bank Information: Extract issuing bank and account details
• Security Compliance: Support for PCI DSS compliance workflows
• Multi-Format Support: Process PDF, PNG, JPG, and JPEG card formats

Parameters

Complete list of parameters for the AI-Process Credit Card module. Configure these parameters to control credit card processing.

Important: Parameters marked with an asterisk (***) are required and must be provided for the module to function correctly.

Parameter	Type	Description	Example
Input Data Type***	Enum	Credit Card Input Format Selection • Binary Data - Process card from binary file buffer • Base64 String - Process card from base64 encoded string • URL - Process card from public URL • Choose based on your data source format	Binary Data
Input Binary Field***	Buffer	Binary Credit Card File Input (Required if Binary Data) • Map credit card file buffer from previous module • Source from Dropbox, Google Drive, HTTP request • Supports .pdf, .png, .jpg, .jpeg formats • Required when Input Data Type is "Binary Data"	[Buffer from Get File]
Base64 Credit Card Content***	String	Base64 Encoded Credit Card Input (Required if Base64 String) • Provide credit card content as base64 encoded string • Supports .pdf, .png, .jpg, .jpeg formats • Secure transmission method • Required when Input Data Type is "Base64 String"	JVBERi0xLjQKJ...
Credit Card URL***	String	Public Credit Card URL Input (Required if URL) • Provide public/open permission URL to credit card file • Supports .pdf, .png, .jpg, .jpeg formats • PDF4me downloads and processes from URL • Required when Input Data Type is "URL"	https://example.com/credit_card.pdf
Credit Card Name***	String	Credit Card Input Filename • Specify filename with proper extension • Used for format detection and AI processing optimization • Supports dynamic naming from scenario variables	credit_card_statement.pdf
Custom Field Keys	Array	Optional Custom Field Keys List • Optional list of custom field keys to extract • Specify additional fields beyond standard credit card data • Supports multiple custom field keys for enhanced data extraction	["customField1", "customField2"]

Output

The PDF4me AI-Process Credit Card module returns comprehensive output data for seamless Make scenario integration:

Table

Table View

Response data in a structured table format:

Parameter	Type	Description
creditCardData	Object	Object containing all extracted credit card fields
bankName	String	Name of bank issuing the credit card
cardNumber	String	Primary account number (PAN) of credit card
expiryDate	String	Expiration date (MM/YY format)
cvv	String	Card Verification Value
cardType	String	Type of credit card (Visa, MasterCard, etc.)
cardholderName	String	Name of cardholder
cardBrand	String	Brand of credit card
issuingBank	String	Name of bank that issued the card
accountNumber	String	Associated bank account number
success	Boolean	Extraction status indicator
message	String	Status message

JSON

JSON Response Format

The raw JSON response from the module:

{
"creditCardData": {
"bankName": "MY BANK",
"cardNumber": "1234 5678 9012 3456",
"expiryDate": "05/16",
"cvv": "567",
"cardType": "",
"cardholderName": "JOHN DOE",
"cardBrand": "",
"issuingBank": "",
"accountNumber": "",
"validFrom": "",
"validThru": "05/16",
"warnings": ["Vision AI processing completed successfully"],
"fallbackUsed": false
},
"jobId": "87654321-4321-4321-4321-210987654321",
"success": true,
"message": "Credit card data extracted successfully using AI technology"
}

Scenario Integration

Make Scenario Usage

Use extracted credit card data in subsequent modules:

• Expense Processing: Process expense data from credit card statements
• Card Management: Manage credit card information in systems
• Financial Reconciliation: Reconcile credit card transactions
• PCI Compliance: Ensure PCI DSS compliance for card data handling
• Database Storage: Store card data securely in databases
• Verification: Verify card information for transactions

Scenario Examples

The PDF4me AI-Process Credit Card module in Make provides comprehensive scenario templates for credit card processing automation:

Expense Processing

Automated Expense Data Extraction Scenario

Transform your expense management with automated credit card data extraction:

Complete Scenario Steps:

1. Trigger: Employee submits credit card statement via form
2. Get Card Statement: Retrieve credit card statement PDF
3. AI-Process Credit Card: Extract card details and information
4. Validate Card: Verify card information against records
5. Create Expense Record: Add expense record to expense system
6. Categorize Expenses: Automatically categorize expenses
7. Route for Approval: Send expense report for approval
8. Update Database: Store expense data in database

Business Benefits:

• Processes 200+ credit card statements monthly automatically
• Eliminates manual card data entry saving 12 hours weekly
• Ensures accurate expense data capture
• Accelerates expense processing by 85%

Create Scenario

Card Management

Automated Credit Card Management Scenario

Streamline your card management with automated card data extraction:

Complete Scenario Steps:

1. Trigger: New credit card statement received via email
2. Get Statement: Extract statement PDF from email
3. AI-Process Credit Card: Extract card number, expiry, and details
4. Update Card Database: Store card information in card management system
5. Check Expiry: Alert if card expiring within 3 months
6. Verify Cardholder: Match cardholder name with records
7. Update Records: Update card records with latest information
8. Notify Admin: Send notification of card update

Business Benefits:

• Manages 100+ corporate credit cards automatically
• Tracks card expiry dates proactively
• Maintains accurate card database
• Reduces card management overhead by 70%

Create Scenario

Financial Reconciliation

Automated Credit Card Reconciliation Scenario

Enhance your financial reconciliation with automated card data extraction:

Complete Scenario Steps:

1. Trigger: Monthly credit card reconciliation cycle
2. Get Card Statements: Retrieve all credit card statements
3. Iterator: Process each statement individually
4. AI-Process Credit Card: Extract card details from each statement
5. Match Transactions: Match card transactions with accounting records
6. Identify Discrepancies: Flag unmatched transactions
7. Generate Report: Create reconciliation report
8. Email Finance Team: Send report to finance team

Business Benefits:

• Reconciles 500+ credit card transactions monthly automatically
• Reduces reconciliation time by 80%
• Identifies discrepancies instantly
• Ensures accurate financial records

Create Scenario

PCI Compliance

Automated PCI DSS Compliance Scenario

Optimize your security with automated PCI compliance workflows:

Complete Scenario Steps:

1. Trigger: Credit card data received for processing
2. Get Card Data: Retrieve credit card document
3. AI-Process Credit Card: Extract card information securely
4. Encrypt Data: Encrypt extracted card data
5. Store Securely: Store encrypted data in secure database
6. Log Access: Record all data access for audit
7. Compliance Check: Verify PCI DSS compliance requirements
8. Generate Report: Create compliance audit report

Business Benefits:

• Processes 300+ card documents monthly securely
• Ensures PCI DSS compliance automatically
• Maintains security audit trail
• Reduces compliance risk significantly

Create Scenario

Industry Use Cases & Applications

Finance & Accounting

• Expense Processing: Automate expense data extraction from credit cards
• Card Management: Manage credit card information efficiently
• Financial Reconciliation: Reconcile credit card transactions with accounting
• PCI DSS Compliance: Ensure PCI compliance for card data handling

Business Operations

• Expense Tracking: Track business expenses from credit card statements
• Card Administration: Administer corporate credit card programs
• Spending Analysis: Analyze spending patterns from card data
• Budget Management: Track spending against budgets

Payment Processing

• Card Verification: Verify credit card information for transactions
• Payment Processing: Process payments using extracted card data
• Transaction Management: Manage credit card transactions
• Fraud Detection: Detect fraudulent card usage patterns

E-Commerce & Retail

• Payment Cards: Process customer payment card information
• Card Storage: Securely store customer card data
• Subscription Management: Manage recurring payment cards
• Customer Accounts: Link cards to customer accounts

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