AI-Powered Document Processing

Convert Credit Card Statements to Excel in Seconds

Upload your Visa, Mastercard, Amex, or Discover statement and get a clean Excel file with every charge, payment, and merchant name pulled out. 99% accuracy. No manual typing.

No credit card required • 10 pages included free

99%
Accuracy
1.5M+
Documents
5s
Processing

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PDF, JPG, PNG up to 100MB

💳 Specialized for Credit Card Statements

Credit Card Statement to Excel Made Simple

Drop in any credit card statement PDF and get back a clean spreadsheet. Charges, payments, merchant names, dates, amounts -- all extracted and organized automatically.

Any Credit Card Issuer

Visa, Mastercard, Amex, Discover, Chase, Capital One, Citi -- it doesn't matter who issued the card. Works with digital PDFs and scanned statements from thousands of issuers worldwide.

Clean Excel Columns

Your data comes out organized: Date, Merchant, Amount, Category, Transaction Type. Ready for expense tracking, reconciliation, or importing into accounting software.

Private & Secure

Credit card data is sensitive stuff. Your statements are encrypted with AES-256 during processing and deleted automatically afterward. Nothing 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

Upload a credit card statement, get back a spreadsheet with merchant names, charges, and payment details already sorted into columns.

Fast Processing

Most credit card statements convert in under 30 seconds. Got a pile of them? Upload multiple files and process them all at once.

99% Accuracy

Trained on millions of credit card statements from every major issuer. Picks up merchant names, amounts, and dates that other tools miss.

AES-256 Encryption

Your credit card data is encrypted during processing and deleted automatically. We take security seriously -- your data never sits around on our servers.

Excel Export Done Right

Get a properly formatted .xlsx file with clean columns. Also supports CSV and JSON if you need those instead.

Password Protected PDFs

Bank sent you a locked PDF? Enter the password when you upload and we'll handle it securely.

Photos & Screenshots

No PDF? Snap a photo of your statement or take a screenshot. The AI extracts the data just the same. No scanner needed.

API Access

Plug credit card statement processing into your own app with our REST API. Full documentation and code examples included.

Custom Field Extraction

Tell the AI which fields matter to you. Want custom merchant categories? Specific expense codes? It follows your rules.

How It Works

Three steps to get your credit card data into Excel

1

Upload Statement

Drag and drop your credit card statement -- PDF, photo, or screenshot. Works with every major issuer.

2

AI Extracts the Data

The AI reads your statement and pulls out charges, payments, merchant names, and categories. 99% accuracy in seconds.

3

Download & Use

Grab your Excel or CSV file. Import it into your expense tracker, accounting software, or just work with it in a spreadsheet.

🎯 Value You Get

Why Choose BankStatementFlow

Stop typing credit card charges into spreadsheets by hand. Here's what you get instead.

Hours Back in Your Day

What used to take all day now takes minutes. Upload a month of credit card statements and have them in Excel before your coffee gets cold.

No More Missed Charges

99% accuracy means you won't accidentally skip a transaction or mistype an amount. The AI catches every charge, even the small ones.

Process More, Hire Less

Whether you're handling 5 statements or 500, the tool keeps up. No need for extra staff just to do data entry.

Easy Export Options

Download as Excel or CSV. Import into QuickBooks, Xero, Expensify -- wherever your data needs to go. API available too.

See the Difference

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

No Manual Data Entry

The AI reads your statement layout automatically. No templates, no column mapping, no setup. Just upload and go.

Done in Seconds

Most credit card statements process in under 30 seconds. Even multi-page statements from big spenders finish quickly.

Custom AI Instructions

Set your own merchant categories, expense rules, and approval thresholds. The AI follows your instructions on every statement.

🌍 Global Support

Process Statements in Any Language

Got a credit card statement in French, German, or Japanese? No problem. The AI reads and converts statements in 16+ languages.

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

Auto-Detection

The AI figures out the language on its own -- you don't need to specify it

Same Accuracy

99% accuracy no matter which language the statement is in

Currency Support

Handles different currency symbols and number formats automatically

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

Built for People Who Manage Credit Card Expenses

Whether you're reconciling cards, tracking spending, or prepping for taxes -- here's how people use it.

Accountants & CPAs

Convert client credit card statements to Excel for expense categorization, tax prep, and reconciliation. No more retyping charges.

  • • Batch process dozens of statements at once
  • • Excel ready for QuickBooks, Xero, or Sage
  • • Quickly spot deductible expenses
  • • Build client expense reports in minutes

Small Business Owners

Keep track of what you're spending on which card. Separate business from personal charges and get your expenses organized.

  • • Sort charges by category in Excel
  • • Separate business vs personal spending
  • • Match charges to receipts
  • • Export tax-ready expense summaries

Tax Preparers

Pull credit card charges into Excel so you can verify deductions, identify business expenses, and prep returns faster.

  • • Verify business expenses quickly
  • • Identify deductible charges
  • • Use Excel templates for tax calculations
  • • Speed up client file preparation

Enterprise & Corporate Finance

Process corporate card statements at scale for expense management, policy compliance, and financial reporting.

API
Integration available
Bulk
Process thousands
Secure
AES-256 encryption
Custom
Excel templates

Complete Solution

Advanced Credit Card Statement Features

Whatever your credit card conversion scenario, we've got it handled.

Encrypted Credit Card Statements

Password-protected PDFs work just fine. Enter the password during upload and we'll process it securely.

  • • AES-256 encryption throughout
  • • Passwords are never stored
  • • Files deleted after conversion

Bulk Statement Processing

Upload dozens or hundreds of credit card statements at once. Get merged or separate Excel files back.

  • • Process 100+ statements at once
  • • Merged or separate Excel files
  • • Built for high-volume workflows

Smart Merchant Extraction

The AI doesn't just read text -- it understands merchant names, categorizes charges, and cleans up messy transaction descriptions.

  • • Multi-language credit card statements
  • • Automatic merchant categorization
  • • Expense classification built in

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 Use Cases

Business & Accounting

  • • Consolidate multiple credit cards into one Excel report
  • • Extract charges for tax prep -- deductions ready to go
  • • Build expense reports with categorized charges in Excel
  • • Import directly into QuickBooks, Xero, or Sage
  • • Forecast spending trends with Excel pivot tables

Personal & Professional

  • • Turn scanned credit card statements into editable Excel
  • • Track expenses across multiple cards in one spreadsheet
  • • Handle foreign currency statements with ease
  • • Process rewards card and store card statements together
  • • Plan budgets using actual spending data in Excel

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

Pick a plan that fits

No hidden fees, no surprises. Start free and upgrade when you need more.

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
CUSTOM AI INSTRUCTIONS

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

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
MOST POPULAR

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
Isabella V., Owner at Mosaic Design Studio
Owner
⭐⭐⭐⭐⭐
5.0
The Excel output is clean and consistent across different card issuers. Saves us hours on expense reconciliation every week.
DT
Scott E., Finance Director at Granite Financial
Finance Director
⭐⭐⭐⭐⭐
5.0
We hooked up the API and now credit card statements flow straight into our expense system automatically. Took our dev team about 2 hours.
AK
Ravi S., CTO at Quantum Payments
CTO
⭐⭐⭐⭐⭐
5.0
The custom AI instructions are clutch. We told it our expense categories and it sorts every charge into the right bucket. No more manual sorting.
JW
Amanda J., VP Operations at Keystone Brands
VP Operations

Frequently Asked Questions

Common questions about converting credit card statements to Excel.

Still have questions?

Can't find what you're looking for? We're here to help.

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Thousands of businesses already use BankStatementFlow to turn credit card statements into clean Excel files.

No credit card required • 10 pages included free

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