Convert Credit Card Statement PDFs to Excel & CSV

From Raw Statement to Expense Report in Minutes

Most credit card statements arrive as multi-page PDFs with inconsistent layouts — some issuers bury the transaction table halfway through the document, others merge purchases, interest charges, and fees into a single column. Extraly's AI data extraction reads the document structure rather than relying on fixed column positions, so it correctly separates transaction date, posting date, merchant name, amount, and charge type without any template configuration on your part.

For monthly bookkeeping close, this matters: your accountant needs purchases isolated from interest and cash-advance fees before reconciling against the general ledger. Extraly outputs each row with its original category intact, ready to import into QuickBooks, Xero, or a custom spreadsheet.

Reconciling Card Charges Against Business Receipts

Converting a credit card statement to Excel is only half the workflow. The real time-sink is matching each line item to a scanned receipt or invoice. Extraly handles both sides: run your statement through first, then process individual receipts using receipt-to-spreadsheet extraction and join the two exports on amount and date in Excel or your BI tool.

• Corporate card programs with dozens of employee cardholders
• Month-end close where every charge needs a cost-centre code
• VAT reclaim workflows requiring itemised merchant data

Beyond Credit Cards: Full Statement Coverage

If your reconciliation also involves current accounts or business loans, Extraly's bank statement conversion works the same way — same upload flow, same clean column structure, compatible output formats including CSV, JSON, and XML alongside Excel.