Convert Amex, Chase & Citi Credit Card Statements to Excel
Extract merchant names, transaction dates, post dates, expense categories, and foreign currency fees from multi-page credit card PDF statements into clean Excel spreadsheets.
| Item | Details | Amount |
|---|
Does this work on older PDF credit card statements where banks disabled CSV downloads? +
Yes. Most banks restrict CSV history downloads to the past 90–180 days and only provide PDFs for older years. You can drop any archived PDF statement here to recover the full Excel table.
What specific fields does the Card Statement to Excel parser extract automatically? +
For Tax & Accounting workflows, this parser automatically extracts header metadata (Card Issuer, Billing Cycle, New Charges, Payment Due Date) alongside line-item table columns (Trans Date, Post Date, Merchant / Description, Expense Category, Amount) into an editable spreadsheet.
Can I edit the extracted Card Statement to Excel cells before downloading CSV or Excel? +
Yes. Every cell in the Card Statement to Excel output grid is inline-editable like Excel. You can revise numbers, filter rows, or append multiple scans into your local Monthly Vault before exporting to UTF-8 CSV, XLS, JSON, or FreshBooks Expense & Card Reconciliation.
Does Card Statement to Excel store my uploaded documents on a remote database? +
No. VisionDock processes images transiently through an encrypted multimodal edge pipeline and stores your scan history and Monthly Vault strictly inside your own browser's localStorage for zero-storage privacy.
| Capability | VisionDock v3 | Legacy OCR |
|---|---|---|
| Crumpled / Handwritten | Multimodal Vision | Fails on skew |
| Column Table Mapping | Auto CSV/XLS Grid | Flat unformatted text |
| Inline Cell Edit & Sum | Built-in Spreadsheet | Read-only text |
| Account Requirement | Zero-Signup (5/day) | Email wall |
Receipts, B2B invoices, QuickBooks/Xero CSV, fuel logs, and bank/card statements.
Japanese, Korean, and Chinese OCR with Furigana/Romaja/Pinyin & native audio.
Scanned PDF tables, code screenshots, SQL schemas, and LaTeX math equations.
Packing slips, handwritten timesheets, business cards (.VCF), medical bills & leases.