AI-Credit Card Parser in Power Automate

PDF4me AI-Credit Card Parser extracts structured data from credit cards and cards using AI-powered machine learning through Power Automate flows. Process credit card PDFs or images via Power Automate 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 Microsoft 365 integration.

Authenticating Your API Request

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

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Key Features

• AI-Powered Extraction: Advanced machine learning technology for accurate credit card data extraction
• Multi-Format Support: Process credit cards in PDF, PNG, JPG, and JPEG formats
• Comprehensive Card Information: Extract card numbers, expiry dates, CVV codes, cardholder names, and card types
• Bank Details Extraction: Extract bank names, issuing banks, card brands, and account numbers
• Date Recognition: Automatic extraction of valid-from and valid-through dates
• Custom Field Support: Extract additional custom fields beyond standard credit card data
• Flexible Data Structure: Dictionary-based field extraction for dynamic and extensible data access
• Warning System: Receive warnings for potential data quality issues or extraction challenges
• Fallback Mechanism: Automatic fallback processing ensures reliable extraction
• Microsoft 365 Integration: Seamlessly integrate extracted data with SharePoint, Excel, Dynamics 365, and Power BI

Parameters

Complete list of parameters for the AI-Credit Card Parser action. Configure these parameters to control credit card processing and data extraction.

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

Document Source Parameters

Parameter	Type	Description	Example
credit card File Content***	Binary	Source credit card Binary Data • Map credit card file content from previous Power Automate action • Supports dynamic expressions: body('Get_file_content') • Compatible with Dropbox, SharePoint, OneDrive, and email attachments • Supports .pdf, .png, .jpg, .jpeg formats	body('Get_file_content')
credit card Name***	String	credit card File Identifier with Extension • Specify the name of the input credit card file with proper extension • Used for format detection and AI processing optimization • Supports dynamic naming from flow variables • Must include file extension (.pdf, .png, .jpg, .jpeg) • Enables document tracking in logs and audit trails	statement_2024_03.pdf

Advanced Parameters

Parameter	Type	Description	Example
Body/customFieldKeys	Array	Optional Custom Field Keys List • Optional list of custom field keys to extract from the credit card • Specify additional fields beyond standard credit card data • Supports multiple custom field keys for enhanced data extraction • Enables extraction of domain-specific or custom credit card fields • Each item in the array represents a custom field key to extract	["customField1", "customField2"]

Output

The PDF4me AI-Credit Card Parser action returns comprehensive output data for seamless Power Automate flow integration:

Table

Table View

Response data in a structured table format:

Parameter	Type	Description
fields	Object	Dictionary object containing extracted credit card fields where each key is a field name and each value is a FieldData object with a Value property
warnings	Array	Array of warning messages indicating potential data quality issues or extraction challenges encountered during processing
fallbackUsed	Boolean	Boolean flag indicating whether fallback extraction methods were used during processing
jobId	String	Unique identifier for the AI processing job, used for tracking and debugging
jobIdExt	String	External job identifier for integration with third-party systems, if applicable
success	Boolean	Boolean flag indicating the success or failure of the AI-powered credit card data extraction
message	String	Descriptive message indicating the result of the AI-powered credit card data extraction process

Common Credit Card Fields in Fields Dictionary:

The fields dictionary can contain the following common credit card related fields, among others:

Field Name	Type	Description
bankName	String	The name of the bank issuing the credit card
cardNumber	String	The primary account number (PAN) of the credit card, often masked for security
expiryDate	String	The expiration date of the credit card (typically in MM/YY format)
cardholderName	String	The name of the cardholder as it appears on the credit card
cvv	String	The Card Verification Value (CVV) or Card Security Code (CSC)
cardType	String	The type of credit card (e.g., Visa, MasterCard, American Express)
issuingBank	String	The name of the bank that issued the credit card
cardBrand	String	The brand of the credit card (e.g., Visa, MasterCard, Discover)
accountNumber	String	The associated bank account number, if available on the statement
validFrom	String	The valid-from date of the credit card (typically in MM/YY format)
validThru	String	The valid-through date of the credit card, often same as expiryDate

JSON

JSON Response Format

The raw JSON response from the action:

{
  "fields": {
    "bankName": {
      "value": "Chase Bank"
    },
    "cardNumber": {
      "value": "XXXX-XXXX-XXXX-1234"
    },
    "expiryDate": {
      "value": "12/25"
    },
    "cardholderName": {
      "value": "JOHN MICHAEL SMITH"
    },
    "cvv": {
      "value": "123"
    },
    "cardType": {
      "value": "Visa"
    },
    "issuingBank": {
      "value": "Chase Bank"
    },
    "cardBrand": {
      "value": "Visa"
    },
    "accountNumber": {
      "value": "1234567890"
    },
    "validFrom": {
      "value": "01/22"
    },
    "validThru": {
      "value": "12/25"
    },
    "customField1": {
      "value": "Value for Custom Field 1"
    }
  },
  "warnings": [],
  "fallbackUsed": false,
  "jobId": "87654321-4321-4321-4321-210987654321",
  "jobIdExt": "CC-2024-001",
  "success": true,
  "message": "Credit card data extracted successfully using AI technology"
}

Flow Integration

Power Automate Flow Usage

The extracted credit card data enables powerful automation across Microsoft ecosystem:

• SharePoint Lists: Store extracted credit card data in SharePoint lists for card management and tracking
• Excel Integration: Export credit card data to Excel workbooks for analysis and reporting
• Dynamics 365: Create credit card records and payment card entries automatically
• SQL Database: Insert extracted credit card data into SQL Server databases for secure data warehousing
• Power BI: Feed credit card data into Power BI dashboards for financial analysis
• Email Notifications: Send credit card processing confirmations via Outlook
• Approval Workflows: Route credit card data for verification using Power Automate approvals
• Expense Tracking: Categorize and track expenses using extracted credit card information
• Compliance Tracking: Maintain PCI DSS compliance records with extracted card data
• Document Storage: Link extracted credit card data with original statement documents in SharePoint document libraries

Workflow Examples

The PDF4me AI-Credit Card Parser action in Power Automate provides comprehensive workflow templates designed for real-world business scenarios:

Expense Tracking Automation

Automated Expense Tracking Workflow

Streamline expense management with AI-powered credit card data extraction:

Complete Workflow Steps:

1. Trigger: credit card uploaded to SharePoint or received via email
2. AI Credit Card Parser: Extract card details, cardholder name, and account information using PDF4me AI
3. Card Verification: Verify extracted card number and expiry date with cardholder records
4. Create Expense Record: Insert credit card data into Dynamics 365 Finance or expense management system
5. Update SharePoint: Store extracted credit card data in SharePoint list with metadata
6. Expense Categorization: Categorize expenses using extracted card information
7. Excel Export: Export credit card data to Excel workbook for expense reporting
8. Approval Request: Send approval request for high-value expenses using Power Automate approvals
9. Email Notification: Notify finance team with expense summary
10. Archive: Move processed statement to archive folder with extracted metadata

Business Benefits:

• Automates expense data entry from credit cards
• Reduces manual data entry time by 85%
• Eliminates human errors in expense processing
• Accelerates expense approval cycles
• Maintains complete audit trail of expense data

Create Flow

Credit Card Management Automation

Automated Credit Card Management Workflow

Centralize and organize credit card information with AI-powered extraction:

Complete Workflow Steps:

1. Trigger: credit card received via email or uploaded to SharePoint
2. AI Credit Card Parser: Extract card number, expiry date, cardholder name, and bank details
3. Card Lookup: Match extracted card number to card master list in SharePoint
4. Duplicate Check: Verify if card information already exists in system
5. Create Card Record: Add credit card record to SharePoint list with all extracted fields
6. Expiry Date Alert: Calculate days until expiry date and set reminder
7. Update Card Portal: Update card management portal with extracted card information
8. Compliance Check: Verify extracted card data meets PCI DSS compliance requirements
9. Notification: Send card information summary to card management team
10. Archive: Store processed statement with extracted metadata in SharePoint

Business Benefits:

• Centralized credit card repository with searchable extracted data
• Automatic expiry date reminders prevent card expiration issues
• Proactive card management and tracking
• Comprehensive card analytics and reporting
• Improved compliance with PCI DSS requirements

Create Flow

Financial Reconciliation Automation

Automated Financial Reconciliation Workflow

Simplify financial reconciliation with automated credit card data extraction:

Complete Workflow Steps:

1. Trigger: credit card uploaded to SharePoint reconciliation folder
2. AI Credit Card Parser: Extract card number, account number, and cardholder details
3. Account Matching: Match extracted account number with accounting system accounts
4. Card Verification: Verify extracted card details with cardholder records
5. Create Reconciliation Record: Add credit card data to reconciliation worksheet in Excel or SharePoint
6. Transaction Matching: Match extracted card transactions with accounting records
7. Status Update: Mark cards as verified or pending based on reconciliation match
8. Exception Handling: Flag discrepancies between extracted data and accounting records
9. Reconciliation Report: Generate reconciliation report from extracted credit card data
10. Audit Trail: Maintain complete audit trail of all processed credit card data

Business Benefits:

• Automated financial reconciliation reduces manual effort
• Faster identification of card verification and reconciliation
• Improved accuracy in financial reconciliation
• Real-time visibility into card account activity
• Reduced time for month-end reconciliation processes

Create Flow

PCI DSS Compliance Tracking

Automated PCI DSS Compliance Tracking Workflow

Ensure PCI DSS compliance with automated credit card data extraction and tracking:

Complete Workflow Steps:

1. Trigger: credit card uploaded to SharePoint compliance folder
2. AI Credit Card Parser: Extract card numbers, CVV codes, and cardholder information
3. Data Masking: Apply PCI DSS compliant data masking to extracted card numbers
4. Secure Storage: Store masked card data in secure SharePoint list or SQL database
5. Access Control: Implement access controls for extracted credit card data
6. Audit Logging: Log all access to extracted credit card information
7. Compliance Check: Verify extracted data meets PCI DSS compliance requirements
8. Compliance Report: Generate PCI DSS compliance reports from extracted card data
9. Alert Management: Create alerts for non-compliant card data access
10. Documentation: Maintain compliance documentation with extracted card metadata

Business Benefits:

• Ensures PCI DSS compliance for credit card data handling
• Automated compliance tracking and reporting
• Secure credit card data storage and access
• Comprehensive audit trails for compliance inspections
• Reduced compliance risks and penalties

Create Flow

Industry Use Cases & Applications

Finance & Accounting

Finance & Accounting Use Cases

• Expense Processing: Automate expense data extraction from credit cards
• Financial Reconciliation: Reconcile credit card transactions with accounting records
• Expense Reporting: Generate expense reports from extracted credit card data
• Audit Compliance: Maintain structured credit card data for audit trails
• Budget Tracking: Track expenses using extracted credit card information

Banking & Financial Services

Banking & Financial Services Use Cases

• Card Processing: Automate credit card processing and digitization
• Card Verification: Verify credit card information using extracted card details
• Account Management: Manage credit card accounts using extracted card data
• Fraud Detection: Detect fraudulent activities using extracted card patterns
• Customer Service: Provide faster customer service with automated card data extraction

Retail & E-commerce

Retail & E-commerce Use Cases

• Payment Processing: Process payments using extracted credit card information
• Expense Tracking: Track business expenses using extracted credit card data
• Vendor Payments: Process vendor payments using extracted card information
• Financial Analysis: Analyze spending patterns from extracted credit card data
• Inventory Management: Link expense tracking with inventory management systems

Corporate Finance

Corporate Finance Use Cases

• Corporate Card Management: Manage corporate credit cards using extracted card data
• Employee Expense Tracking: Track employee expenses using extracted credit card information
• Travel Expense Management: Manage travel expenses using extracted card details
• Expense Approval Workflows: Route expenses for approval using extracted card data
• Financial Reporting: Generate financial reports from extracted credit card transactions

Compliance & Security

Compliance & Security Use Cases

• PCI DSS Compliance: Ensure PCI DSS compliance for credit card data handling
• Data Security: Secure credit card data extraction and storage
• Audit Trails: Maintain audit trails for credit card data access and processing
• Access Control: Implement access controls for extracted credit card information
• Compliance Reporting: Generate compliance reports from extracted card data

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