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Credit card statements

Credit card statement PDF to CSV and Excel

Pull every purchase, payment, refund, fee and interest charge from card statements into a spreadsheet, with the account summary checked against the transactions it summarises.

Convert your first file freeHow verification works

What you get back

  • Issuer, cardholder and last four digits
  • Statement period, statement date and payment due date
  • Previous balance, payments, credits, purchases, fees, interest and new balance
  • Every transaction with its date, description and amount

What is checked before you export

  • Previous balance − payments − credits + purchases + fees + interest = new balance
  • Purchases and payments in the summary match the transaction list
  • Every transaction date falls inside the statement period
  • Minimum payment is not more than the new balance
  • No rows repeated or dropped at page breaks

Checks are written in plain language in an editable prompt, so you can add your own.

Built for

Bookkeepers reconciling company cards, finance teams preparing expense reports, and individuals tidying up a year of spending.

Formats

Upload PDF, PNG, JPG and TIFF up to 20 MB. Export CSV, Excel (.xlsx) and JSON, or use the REST API and signed webhooks.

Questions

Does it handle multi-page statements?

Yes. Each page is read and the transactions are joined into one list, up to 10 pages per file. Split longer statements into parts.

Are refunds and payments kept apart from purchases?

Yes. Each transaction keeps its sign and type so payments and refunds do not inflate your spend totals.

Can I change which columns come back?

Yes. Extraction is driven by an editable prompt for each document type. Add a category column, a single signed amount or anything else your workflow needs.

Guides

Guide

How to convert a bank statement PDF into a CSV Xero will accept

Xero imports bank statements from CSV, but it is strict about dates, signs and headers. A step-by-step guide to getting a clean, reconciled file from a PDF statement.

13 October 2026 · 6 min

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Receipts

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Turn photos and scans of receipts into rows with merchant, date, tax, tip and total. Totals and payment amounts are checked automatically.

Try it on your own documents

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