Credit Card Statement to Excel & CSV Converter
Extract credit card statement transactions from Amex, Chase, Capital One, Citi, and Visa into clean Excel (XLSX) or CSV spreadsheets. Extract structured ledger tables, dates, and balance reconciliation in seconds without manual entry.
Drop your Amex, Chase, Capital One, Citi & More Statement here
Supports PDF, Scanned Images (PNG, JPG, TIFF) up to 50MB
Before & After: How Finlyzer Structures Amex, Chase, Capital One, Citi & More Data
Messy PDF text and unaligned columns are converted into standardized, audit-ready spreadsheet rows.
09/12/2026 DIRECT DEP TECH CORP 4850.00 12420.50
09/14/2026 AMAZON.COM*RETAIL -124.50 12296.00
09/15/2026 WIRE TRANSFER FEE -25.00 12271.00
* Merged columns, negative sign discrepancies, and unparsed merchant names.
| Date | Description | Amount | Type | Balance |
|---|---|---|---|---|
| 2026-09-10 | DELTA AIR LINES 0062391823 | $450.00 | Debit | $450.00 |
| 2026-09-12 | AUTOPAY PAYMENT RECEIVED - THANK YOU | -$1,200.00 | Credit | $0.00 |
Tailored Specifically for Amex, Chase, Capital One, Citi & More Formats
Engineered to understand complex table geometries, multi-account hierarchies, and nested summaries.
Merchant & Category Parsing
Cleans cryptic terminal codes into human-readable merchant names (e.g., 'UBER*TRIP #492' -> 'Uber').
Payments & Credits vs Purchases
Automatically tags payments, cashback rewards, charge reversals, and itemized purchases.
Foreign Exchange (FX) Support
Preserves original transaction currency, FX markup rate, and settled billing amounts.
Multi-Cardholder Statement Breakdown
Splits employee or authorized user charges into organized spreadsheet tabs or columns.
How to Convert Amex, Chase, Capital One, Citi & More PDF to Excel
Upload Your PDF Statement
Drag and drop your Amex, Chase, Capital One, Citi & More bank statement or scanned document into the dropzone.
AI Extracts & Reconciles
Our vision model detects transaction headers, dates, debit/credit fields, and performs balance checks.
Download Structured Excel
Download your clean XLSX spreadsheet or CSV, perfectly formatted for your accounting software.
Why Finlyzer Outperforms Manual Typing & Basic Tools
| Feature / Capability | Finlyzer AI Hub | Manual Data Entry | Generic PDF Converters |
|---|---|---|---|
| Speed per 10-Page Statement | < 5 Seconds | 45–60 Minutes | 2–3 Minutes |
| Mathematical Balance Verification | Automated 100% | Human prone to errors | None (Merged Text) |
| Password-Protected Statement Support | Native Browser Decryption | Manual Unlock | Fails / Unsupported |
| Scanned & Skewed Photo OCR | DeepSeek AI Vision | Manual Reading | Broken / Missing Rows |
Frequently Asked Questions
Everything you need to know about converting Amex, Chase, Capital One, Citi & More statements.
Which credit card issuers are supported?↓
Finlyzer supports American Express (Amex), Chase Sapphire & Freedom, Capital One, Citibank, Discover, Apple Card, and all major Visa/Mastercard statements.
How does Finlyzer classify expenses?↓
Our DeepSeek AI financial model identifies merchant categories (Travel, SaaS, Meals, Office Supplies) directly from raw transaction lines.
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