AI-Powered Document Processing

Convert Credit Card Statements to Excel with AI Precision

Instantly convert PDF credit card statements to Excel format using advanced AI. Extract charges, payments, merchant names, and transaction categories from Visa, Mastercard, Amex, and Discover statements with 99% accuracy.

No credit card required • 10 pages included free

99%
Accuracy
1.5M+
Documents
5s
Processing
How It Works Video Preview
See How It Works
💳 Specialized for Credit Card Statements

Credit Card Statement to Excel Made Simple

Convert any PDF credit card statement to Excel format instantly. Our AI automatically detects and extracts charges, payments, merchant names, transaction dates, and amounts with perfect formatting.

Any Credit Card Issuer

Works with statements from Visa, Mastercard, American Express, Discover, Chase, Capital One, Citi, and thousands of other issuers worldwide. Supports both digital and scanned statements.

Perfect Excel Formatting

Automatically organizes data into Excel columns: Date, Merchant, Amount, Category, Transaction Type. Ready for expense tracking, budgeting, or accounting software import.

Secure & Private Processing

Your credit card statements are processed securely with bank-level encryption. Files are automatically deleted after conversion. No data is stored or shared.

PDF Credit Card Statement
statement_jan_2024.pdf
Excel Output
bank_transactions.xlsx
Date | Merchant | Amount | Category
⚡ Powerful Features

Everything you need to convert Credit Card Statements to Excel

Our AI-powered platform specializes in converting credit card statements to Excel with precision and speed, extracting merchant data, charges, and payment information automatically.

Lightning Fast

Process hundreds of credit card statements in seconds with our advanced AI technology and cloud infrastructure.

99% Accuracy

Industry-leading accuracy with machine learning algorithms trained on millions of credit card statements from every major issuer.

Bank-Level Security

Enterprise-grade encryption and security protocols to keep your sensitive credit card data protected at all times.

Excel Export Optimized

Convert credit card statements to Excel (.xlsx) format with perfect formatting. Also supports CSV and JSON export.

Password Protected PDFs

Process password-protected credit card statement PDFs securely. Our system handles encrypted files while maintaining your data security.

Photos & Screenshots

Upload screenshots, phone photos, or any document image of your credit card statement to get structured data output. No scanner needed.

API Access

Integrate credit card statement processing directly into your applications with our robust REST API and comprehensive documentation.

Custom Field Extraction

Define specific fields you need extracted from credit card statements. AI processes only required data, including custom merchant categorization.

How It Works

Simple 3-step process to convert your credit card statements

1

Upload Statement

Drag and drop your credit card statement PDF, image, or screenshot. Supports all major issuers.

2

AI Processing

Our advanced AI extracts charges, payments, merchant names, and categories with 99% accuracy in seconds.

3

Export & Use

Download in Excel or CSV format, or integrate directly with your expense tracking or accounting software.

🎯 Value You Get

Why Choose BankStatementFlow

Transform your credit card statement processing workflow and unlock powerful spending insights with our comprehensive AI solution.

Save 95% of Processing Time

What used to take hours of manual data entry from credit card statements now takes just minutes. Process hundreds of statements at once.

Eliminate Human Error

99% accuracy means no more typos, missed charges, or incorrect amounts. Our AI catches details that humans often miss in credit card statements.

Scale Your Business

Handle increasing credit card statement volumes without hiring additional staff. From startup to enterprise, we grow with you.

Seamless Integration

Export credit card data directly to CSV, Excel, or any accounting software using our API. No complex setup or technical knowledge required.

See the Difference

Before
8 hours
Manual processing
After
5 minutes
AI processing
99% Accuracy Guaranteed
No more errors
Instant Processing
Save 95% time
Multiple Export Formats
One-click export
Start processing in 30 seconds
Try Free Plan →

No Manual Data Entry

AI auto-detects credit card statement layouts, transaction tables, and fields—extracts data automatically with zero templates.

Lightning Fast

Process credit card statements in seconds, not hours. Our cloud infrastructure scales automatically for peak performance.

Custom AI Instructions

Define merchant categories, expense rules, and business policies so AI extracts and categorizes credit card charges exactly how you need.

🌍 Global Support

Process Statements in Any Language

Our AI understands credit card statements in multiple languages and regions, making international statement processing seamless and accurate.

English
Spanish
French
German
Italian
Dutch
Portuguese
Ukrainian
Polish
Swedish
Norwegian
Danish
Finnish
Greek
Japanese
Chinese

Auto-Detection

Automatically detects statement language and processes accordingly

Same Accuracy

Maintains 99% accuracy across all supported languages

Currency Support

Recognizes multiple currencies and regional number formats

Supported Files

Works with any credit card statement format

PDF Statements
Convert to Excel, CSV formats
Images
JPG, PNG, Statement photos
JSON
API responses
XML
Structured data

Bank Support

Convert PDF Bank Statements from Any Major Bank to Excel

Our AI recognizes and converts PDF bank statements from all major financial institutions with perfect Excel formatting.

Major US Banks

  • • Chase Bank PDF statements to Excel
  • • Wells Fargo PDF statements to Excel
  • • Bank of America PDF to Excel
  • • Citibank statement conversion
  • • Capital One PDF to Excel
  • • US Bank statement processing

Credit Unions & Regional

  • • Navy Federal PDF statements
  • • USAA bank statement conversion
  • • PNC Bank PDF to Excel
  • • TD Bank statement processing
  • • Regional credit union support
  • • Community bank statements

International Banks

  • • HSBC PDF statements to Excel
  • • Barclays statement conversion
  • • RBC Royal Bank processing
  • • Santander PDF to Excel
  • • Deutsche Bank statements
  • • 100+ international banks

Perfect Excel Formatting for Every Bank

No matter which bank issued your PDF statement, our AI converts it to properly formatted Excel with consistent columns:

Date
Transaction date
Description
Transaction details
Amount
Debit/Credit amounts
Category
Expense category

Use Cases

Perfect for Every Professional

From accountants to small business owners, our credit card statement to Excel converter streamlines expense management workflows.

Accountants & CPAs

Convert client credit card statements to Excel for expense categorization, tax preparation, and financial reconciliation.

  • • Bulk credit card statement processing
  • • Excel format ready for accounting software
  • • Tax deduction identification
  • • Client expense report preparation

Small Business Owners

Track business credit card expenses, categorize charges, and prepare financial reports by converting statements to Excel spreadsheets.

  • • Monthly expense categorization in Excel
  • • Business vs personal charge separation
  • • Receipt matching and verification
  • • Tax-ready expense summaries

Tax Preparers

Streamline tax preparation by converting client credit card statements to Excel format for deduction analysis and expense verification.

  • • Business expense verification
  • • Deductible charge identification
  • • Excel templates for tax calculations
  • • Faster client file preparation

Enterprise & Financial Institutions

Large-scale credit card statement to Excel conversion for corporate expense management, compliance, and financial reporting.

API
Integration available
Bulk
Process thousands
Secure
Enterprise security
Custom
Excel templates

Complete Solution

Advanced Credit Card Statement to Excel Features

Handle any credit card statement conversion scenario with our comprehensive Excel export solution.

Encrypted Credit Card Statements

Convert password-protected and encrypted credit card statement PDFs to Excel with secure processing.

  • • Bank-level encryption support
  • • Secure password handling
  • • Zero data retention policy

Bulk Statement Processing

Convert multiple credit card statements to Excel simultaneously for accounting and expense management workflows.

  • • Process 100+ statements at once
  • • Merged or separate Excel files
  • • Enterprise batch processing

AI-Powered Merchant Extraction

Advanced AI extracts merchant names, categories, and amounts from any credit card statement format to Excel.

  • • Multi-language credit card statements
  • • Smart merchant categorization
  • • Automatic expense classification

Credit Card Statement to Excel vs Other Methods

Feature AI to Excel AI to CSV Manual Entry
Formula Support ✅ Full Excel formulas ❌ No formulas ✅ Manual formulas
Formatting & Styling ✅ Rich formatting ❌ Plain text only ✅ Manual formatting
Processing Speed ✅ 15-30 seconds ✅ 10-20 seconds ❌ Hours of work
Data Accuracy ✅ 99% AI accuracy ✅ 99% AI accuracy ❌ Human error prone
Accounting Software Import ✅ Most software supported ✅ Most software supported ❌ Requires reformatting
Charts & Analysis ✅ Built-in Excel charts ❌ Requires import to Excel ✅ Manual chart creation

Specialized Credit Card Statement to Excel Use Cases

Business & Accounting

  • • Convert multi-card credit card statements to consolidated Excel
  • • Extract credit card statements for tax preparation in Excel format
  • • Process credit card statements for expense reporting with Excel analysis
  • • Convert credit card statements for accounting software import templates
  • • Transform credit card statements for Excel-based spending forecasting

Personal & Professional

  • • Convert scanned credit card statements to editable Excel format
  • • Extract credit card charges for Excel expense tracking sheets
  • • Process foreign credit card statements to Excel with currency conversion
  • • Convert rewards card statements alongside regular card statements in Excel
  • • Transform credit card statements for Excel-based budget planning

Choose Your Export Format

Need a different format? We've got you covered with multiple export options.

Excel Format (Current)

Perfect for financial analysis with formulas, charts, and accounting software integration.

  • ✅ Advanced Excel formulas
  • ✅ Charts and pivot tables
  • ✅ Most Accounting Software supported
  • ✅ Rich formatting options

CSV Format

Lightweight format ideal for data analysis, databases, and programming.

  • ✅ Universal compatibility
  • ✅ Database import ready
  • ✅ Python & R analysis
  • ✅ Smaller file sizes
Convert to CSV Instead →
💰 Simple Pricing

Choose your perfect plan

Transparent pricing with no hidden fees. Scale as you grow with plans designed for every business size.

Free

Perfect for getting started with basic document processing

Free
10 pages
  • AI document processing
  • Password protected PDF support
  • All export formats
  • Merge multiple documents
  • Email support
  • Custom AI instructions
Sign Up

Starter

Great for small businesses and regular document processing

$5 /month
200 pages/month
  • AI document processing
  • Password protected PDF support
  • All export formats
  • Merge multiple documents
  • Priority support
  • API access
  • Custom AI instructions
Sign Up
MOST POPULAR

Business

Perfect for growing businesses with mid-volume processing needs

$10 /month
500 pages/month
  • AI document processing
  • Password protected PDF support
  • All export formats
  • Merge multiple documents
  • Priority support
  • API access
  • Custom AI instructions
Sign Up
CUSTOM AI INSTRUCTIONS

Corporate

Perfect for high-sized businesses with high-volume processing needs

$20 /month
2,000 pages/month
  • AI document processing
  • Password protected PDF support
  • All export formats
  • Merge multiple documents
  • Priority support
  • API access
  • Custom AI instructions
Sign Up

Custom

Tailored solutions for enterprise clients with specific requirements

Contact us
Unlimited pages
  • Unlimited pages
  • Custom integrations
  • Dedicated support
  • SLA guarantees
  • Custom data retention
  • Advanced API access
  • White-label options
Contact Sales
⭐ Customer Reviews

Trusted by Thousands

See what our customers are saying about their experience with BankStatementFlow

⭐⭐⭐⭐⭐
5.0
"BankStatementFlow has revolutionized our accounting process. What used to take our team 8 hours now takes 20 minutes. The accuracy is incredible and has eliminated so many manual errors."
SM
Sarah Mitchell
CFO
⭐⭐⭐⭐⭐
5.0
"The AI is phenomenally accurate. We process 500+ invoices monthly and the time savings are massive. Customer support is also fantastic - they respond within minutes."
MC
Michael Chen
Operations Manager
⭐⭐⭐⭐⭐
5.0
"Game changer for our small business! The free plan got us started and now we're on Pro. It works perfectly. Highly recommended!"
LR
Lisa Rodriguez
Owner
⭐⭐⭐⭐⭐
5.0
Setup was fast, and exporting credit card data to Excel saves us hours each week. The 99% accuracy is the real deal.
DT
David Thompson
Finance Director
⭐⭐⭐⭐⭐
5.0
The API integration was seamless. Our development team had credit card statement processing up and running in 2 hours. Processing speed is incredible!
AK
Alex Kumar
CTO
⭐⭐⭐⭐⭐
5.0
Custom AI instructions feature is a lifesaver! It categorizes our credit card charges into the exact expense categories we use. Saved us thousands in development costs.
JW
Jennifer Walsh
VP Operations
4.9
⭐⭐⭐⭐⭐
Average Rating
1,847
Happy Customers
98%
Would Recommend
1.5M+
Documents Processed

Frequently Asked Questions

Get answers to common questions about converting credit card statements to Excel.

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Join thousands of businesses already using BankStatementFlow to convert credit card statements to Excel.

No credit card required • 10 pages included free

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