Chase bank statements are multi-page PDFs with transactions grouped by date. Business and personal accounts use slightly different layouts. Chase does offer CSV download from online banking, but only for recent activity — older statements and business accounts often require PDF conversion.
Common pain point: Chase business statements often span 10–20 pages, making manual entry impractical for monthly bookkeeping.
Documentric converts your Chase PDF into whichever format your accounting software needs. All three formats are included on every plan.
QuickBooks Online (.qbo)
Import directly into QuickBooks Online or QuickBooks Desktop. No reformatting needed.
CSV (.csv)
Open in Excel, import into Xero, Sage, FreeAgent, or any spreadsheet tool.
Excel (.xlsx)
Fully formatted Excel workbook with date, description, debit, credit, and balance columns.
Drag and drop your Chase statement — or click to browse. Works with scanned and digital PDFs.
Every extracted transaction is shown in an editable table. Fix anything before you export — catches errors before they reach QuickBooks.
Export QBO, CSV, or Excel. Import directly into QuickBooks, Xero, Sage, or any accounting software.
Chase PDFs — including multi-page and scanned statements — are processed in seconds, not minutes.
Review every transaction in the table and fix any errors before the file is generated. No surprises in QuickBooks.
Documentric auto-checks that extracted transactions match the Chase statement's opening and closing balances.
Your clients' Chase statements are sensitive. Uploaded files are automatically deleted within 24 hours.
Chase does offer some CSV or OFX export functionality through online banking — but coverage is often limited to recent activity, personal accounts, or specific account types. If you need to convert historical statements, business account PDFs, or get clean QBO output, Documentric gives you accurate results from any Chase PDF regardless of age or account type.
Convert statements from other banks:
Yes. Documentric handles personal checking, business checking, savings, and credit card statements from Chase. Both digital PDFs and scanned statements are supported.
Documentric uses AI-powered extraction optimised for bank statement formats. The inline review table lets you verify and correct any transaction before exporting — so errors are caught before they reach your accounting software.
You can upload and process multiple statements. Batch processing for bulk exports is available on the Professional and Business plans.
All uploaded files are encrypted in transit and at rest. Files are automatically deleted within 24 hours of upload. We never store, share, or use your financial data.
The exported .qbo file is compatible with QuickBooks Online, QuickBooks Desktop (Pro, Premier, Enterprise), and QuickBooks for Mac.