Credit Card Statement to Excel Converter
Upload any credit card statement PDF — AI extracts every transaction, auto-categorized, download-ready in Excel or CSV. No signup required.
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Chase_Statement_Jan.pdf
47 transactions
Chase_Statement_Jan.xlsx
47 transactions extracted
Drop your credit card statement PDF here
or click to browse files
Works with any credit card statement
Three Steps. Thirty Seconds. Done.
Drag, drop, download — no training, no templates, no manual entry.
Upload Your PDF
Drag and drop your credit card statement PDF. Any issuer, any format — Chase, Amex, Citi, Capital One, and more.
AI Reads & Extracts
Gemini AI reads every line of your statement and extracts each transaction with date, description, amount, and category.
Download Your Excel
Review the extracted data, then download as a clean Excel or CSV file — reconciliation-ready for QuickBooks, Xero, or Wave.
Why Bookkeepers Choose CreditCardToExcel
Purpose-built for credit cards. Not a generalist converter with credit card as an afterthought.
30-Second Conversions, Not 30-Minute Marathons
Bookkeepers spend 15-30 minutes manually entering each statement into a spreadsheet. Multiply that by 30 statements a month and you've lost 7-15 hours to pure data entry. CreditCardToExcel eliminates that entirely — upload your PDF, get structured rows of transactions while your client is still on the phone.
- Results in under 30 seconds on digital PDFs
- Batch-convert up to 20 statements at once (Business plan)
- Zero waiting, zero manual typing, zero reconciliation surprises
Auto-Categorized, Reconciliation-Ready
Every transaction arrives pre-sorted into 16 expense categories: Meals & Dining, Travel, Software & Subscriptions, Office Supplies, Gas & Fuel, and more. Import directly to QuickBooks, Xero, or Wave — no cleanup required.
Any Issuer. Any Format. Every Time.
Chase, Amex, Citi, Capital One, Discover, Bank of America, Wells Fargo — our AI vision model reads every credit card statement layout automatically. No templates to configure, no bank rules to set up, no manual column mapping. It just works.
- Handles password-protected PDFs
- Works on multi-page statements up to 200 pages
- Reads scanned and digital PDF formats
Discover · Bank of America · Wells Fargo · US Bank
Bookkeepers Save 10+ Hours
Every Month
At 15-30 minutes per statement, processing 30 statements a month costs 7-15 hours of your billable time — every single month. CreditCardToExcel converts each statement in 30 seconds.
“Saves me so much time. I used to spend hours manually entering transactions — now I just upload and download. It's changed how I handle client statements completely.”
Bookkeeper, Small Accounting Firm
Bank-Level Security
Flat-Rate Pricing. No Per-Page Tricks.
DocuClipper charges per page. We charge a flat rate — one price, unlimited pages within your tier.
Free
Try it risk-free
- 2 statements per month
- Up to 15 pages per PDF
- Excel & CSV export
- No signup required
Pro
Saves 10+ hours/month vs manual entry
- 30 statements per month
- Up to 50 pages per PDF
- Auto-categorization
- Excel & CSV export
- Batch upload (5 files)
- Priority processing
Business
For accounting firms
- 100 statements per month
- Up to 200 pages per PDF
- Everything in Pro
- Batch upload (20 files)
- Custom categories
- Email support
ROI check: Pro saves 10+ hours/month at $30-50/hr bookkeeper rate = $300-500 saved for $19/month. That's a 16-26x return.
Frequently Asked Questions
Which credit card statements do you support?
We support PDF statements from all major US credit card issuers: Chase, American Express, Citi, Capital One, Discover, Bank of America, Wells Fargo, US Bank, and more. If it's a credit card PDF, our AI can handle it.
How accurate is the extraction?
95%+ accuracy on digital PDF statements. Our AI reads the statement the same way a human would — understanding layout context, not just running regex rules. You can review and edit all extracted data before downloading.
Is my financial data secure?
Yes. Every upload is encrypted with 256-bit TLS (the same standard banks use). Your PDF is processed in memory and automatically deleted from our servers immediately after conversion — we keep zero copies. We never access your bank accounts, store your credit card numbers, or sell your data.
Why not just download CSV from my issuer?
Many issuers limit CSV access to 3-6 months of history and provide inconsistent formats between cards. PDF statements are the permanent record. CreditCardToExcel gives you a consistent format across all your issuers, with auto-categorization built in.
Can I import into QuickBooks or Xero?
Yes. The CSV output imports directly into QuickBooks, Xero, Wave, FreshBooks, and most accounting software. The columns are formatted for direct import — Date, Description, Amount, Category.
Can I cancel anytime?
Yes. Cancel anytime with one click from your account page. No cancellation fees, no long-term contracts, no surprise charges. You keep access until the end of your billing period.
Guides & Resources
Complete Conversion Guide
Everything you need to know about converting credit card statements to Excel.
Read guide →Free Expense Category Template
Free Download110+ pre-defined expense categories with IRS Schedule C lines and tax flags.
Read guide →QuickBooks Import Guide
Step-by-step: get your credit card transactions into QuickBooks.
Read guide →Best Converters Compared
Side-by-side comparison of the top statement converter tools.
Read guide →Stop Typing. Start Reconciling.
Join bookkeepers who save 10+ hours every month on credit card statement processing.
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