Documentric converts any credit card PDF statement to CSV, QBO, or Excel in under 30 seconds at 99% accuracy. Works with Chase, Amex, Capital One, Citi, Discover, Bank of America, Wells Fargo, and 10,000+ issuers. Free for your first 50 pages, no account needed.
No account needed · No credit card · Works with any issuer
A credit card statement converter reads a PDF statement from your card issuer and outputs a structured data file. You can convert bank statement to CSV for use in spreadsheets, or export to QBO for QuickBooks. This matters because most US card issuers only make statements available as PDFs. Chase, Citi, and Discover typically offer a CSV download for recent transactions, but the download window is limited to 90 days. For older periods, a PDF is often the only option.
Documentric is a web-based bank statement converter that supports credit card statements as a primary document type. Upload the PDF, and LlamaParse OCR extracts merchant names, dates, amounts, fees, interest, and payment credits into clean columns. The process takes under 30 seconds. You then export to CSV for Excel, Google Sheets, Xero, or Sage, or choose QBO to import credit card statement into QuickBooks.
Unlike template-based tools such as DocuClipper or MoneyThumb, Documentric uses AI to read the statement layout rather than matching it to a fixed template. This means new card products, redesigned statements, and international issuers work without a support ticket.
Documentric reads the PDF layout with AI, so it is not limited to a fixed list of supported issuers. Any PDF statement from any card network or bank works without manual setup.
The same three-step process works for importing into QuickBooks, Xero, Sage, Excel, or Google Sheets. Use the PDF to QBO converter for direct QuickBooks imports, or choose CSV for any other software.
Drag and drop any credit card statement PDF, digital or scanned. Documentric accepts files from Chase, Amex, Capital One, Citi, Discover, Bank of America, Wells Fargo, and 10,000+ other issuers worldwide.
LlamaParse OCR reads your statement and places every charge, payment, refund, fee, and interest line item into an editable table. Accuracy reaches 99% across all PDF types including scanned images.
Download a bank statement to CSV for Excel, Google Sheets, Xero, or Sage. Or export a credit card statement to QBO to import directly into QuickBooks Online or Desktop.
To upload credit card statement to QuickBooks Online: export QBO from Documentric, then go to QuickBooks Online, open the Banking menu, click Upload transactions, and select the file. QuickBooks reads the OFX 2.1.1 format natively, with no reformatting required.
Documentric extracts every field from your credit card statement, not just transaction amounts. This is the complete picture your accountant or bookkeeper needs for reconciliation.
Converting credit card PDFs manually takes 20-40 minutes per statement. Documentric solves the specific bottlenecks that cause delays.
Chase, Capital One, and Citi each use different column orders and section headings in their PDFs. Template-based tools break when an issuer updates their statement design. Documentric uses AI to read the layout each time, so it adapts to any format change without needing a software update.
Standard export tools often skip non-purchase rows such as annual fees, interest charges, and late fees because they do not follow the standard transaction pattern. Documentric extracts all row types as individual line items, so your CSV reflects the actual statement total. This is critical when exporting bank statements to Excel for reconciliation.
Scanned paper statements create problems for tools that rely on text extraction because the text layer is absent. Documentric applies LlamaParse OCR at the image level, so scanned statements from any issuer are handled at the same 99% accuracy as digital PDFs. The resulting QBO file imports into QuickBooks Online identically to a digital statement.
Some Amex and Citi statements span 20 or more pages, with different card accounts on the same PDF. Documentric processes up to 100 pages per upload and handles multi-account PDFs by merging all sections into one transaction table. Each row retains its source account identifier so accounts do not mix during import.
AI reads statement layouts correctly for every major US card issuer without template setup. Works with 10,000+ issuers worldwide, including regional banks and credit unions.
Merchant names are extracted as a dedicated column. Spending categories are auto-detected from transaction descriptions, enabling accurate spending analysis in any spreadsheet or accounting tool.
Annual fees, late payment charges, cash advance fees, interest charges, and statement credits are all extracted as individual rows, ready for accurate bookkeeping in QuickBooks or Xero.
The QBO export follows the OFX 2.1.1 standard accepted by all QuickBooks Online and Desktop versions. Upload the file directly in the QuickBooks import screen, no reformatting needed.
AI-powered OCR handles both text-layer e-statements and scanned paper statements. Results in under 30 seconds regardless of PDF quality.
Credit card data is sensitive. Every uploaded file is automatically deleted within 24 hours. Nothing is retained beyond the active session.
Four distinct groups convert credit card PDFs to CSV or QBO on a recurring basis. Each has different requirements for how the output is used.
CPAs handling client books receive credit card PDFs at month-end from clients who do not have QuickBooks bank feeds connected. Converting those PDFs to QBO and importing them into QuickBooks Online takes under two minutes per statement with Documentric, compared to 20 to 40 minutes of manual entry. For a firm handling 30 clients, that reduction adds up to several hours per month.
Bookkeepers often need to reconcile older credit card periods when a client switches providers or requests catch-up bookkeeping. Documentric processes historical PDFs going back years, converting them to CSV for import into Xero or Sage, or QBO for QuickBooks. The side-by-side review UI lets bookkeepers verify extracted data before any file is exported.
Business owners tracking expenses across multiple company cards benefit from the ability to convert bank statements to Excel and consolidate them in a single workbook. Documentric extracts the merchant name and spending category columns that make expense analysis practical, reducing the time to categorize a month of transactions from hours to minutes.
Lenders and attorneys frequently need to analyze months of credit card activity as part of an application or dispute. Converting a credit card PDF to Excel or CSV lets them sort, filter, and calculate spending patterns quickly. Documentric supports scanned statements submitted by applicants, which are common in mortgage underwriting and divorce proceedings.
Documentric, DocuClipper, and MoneyThumb are the three most-used tools for converting PDF statements to QBO or CSV. Here is how they compare on the criteria that matter for credit card work.
| Feature | Documentric | DocuClipper | MoneyThumb |
|---|---|---|---|
| Price | Free to $79/mo | $39 to $159/mo | $29 to $99/mo |
| Free Tier | 50 pages, no account | None | None |
| AI-Powered OCR | Yes (LlamaParse) | No (templates) | No (templates) |
| Web-Based | Yes | Yes | No (desktop only) |
| Banks Supported | 10,000+ | ~5,000 | ~2,000 |
| Export Formats | QBO, CSV, Excel | QBO, CSV | QBO, QFX |
| Accuracy | 99% | ~90% | ~85% |
| Processing Speed | Under 30 seconds | 1–5 minutes | 2–10 minutes |
| Credit Card Support | All major issuers | Limited | Limited |
Documentric is the only option with a real free tier (50 pages, no account). DocuClipper starts at $39 per month with no free trial. MoneyThumb requires a desktop install and does not support AI-based extraction.
A bookkeeper at a 12-person marketing agency processes five American Express corporate card statements each month. Each Amex PDF runs 8 to 12 pages and includes purchases, annual fee installments, and statement credits from rewards redemptions.
Previously, she exported transactions from the Amex portal one card at a time, but the portal only exports the last 90 days and does not include fee line items in the CSV. For quarter-end reporting, she needed full statement data going back six months.
With Documentric, she uploads each Amex PDF and gets a CSV with all transactions including fees and credits in under 30 seconds. She then consolidates the five CSV files into one Excel workbook, applies a SUMIF by category column, and produces the quarterly spending report in 15 minutes instead of 3 hours. The Starter plan at $15 per month covers her monthly volume with room to spare.
For clients who use QuickBooks Online, she exports the same statements as QBO files and imports them directly under the Banking tab. Transactions categorize automatically based on merchant names already extracted by Documentric.
Documentric uses LlamaParse, an AI document parser trained on financial documents, to extract structured data from credit card PDFs. The engine reads column positions, section headings, and table boundaries rather than relying on fixed templates. This is why Documentric reaches 99% accuracy across issuers while template-based tools like DocuClipper average around 90%.
After extraction, the side-by-side review UI shows the original PDF on the left and the extracted table on the right. Any errors can be corrected inline before export. The final file is a standard CSV or QBO that imports into QuickBooks, Xero, Sage, Quicken, Excel, or Google Sheets without reformatting. See the full PDF to CSV converter page for format details.
Whether you need a bank statement to Excel converter for internal reporting or a QBO file for QuickBooks, Documentric outputs all three formats from the same upload. This section covers when to use each format and how to import statements into QuickBooks or other accounting tools. Check out our pricing plans to find the right option for your volume.
Opens in Excel, Google Sheets, Xero, Sage, and any tool that accepts delimited text. Best for credit card spending analysis and multi-month consolidation.
Direct import into QuickBooks Online and Desktop. Use when importing credit card or bank transactions into QuickBooks is the goal.
Formatted spreadsheet with column headers, ready for pivot tables and reporting. Ideal for converting bank statements to Excel for management review. Credit card PDF to Excel output preserves merchant names and categories in dedicated columns.
All three formats are available on every plan, including the free tier. When you convert bank statements to Excel, the output includes all transaction columns with no extra formatting steps. If you need to know how to upload bank statements to QuickBooks Online, export QBO from Documentric and import it under the Banking tab. Pricing starts at $0 for 50 pages. Starter is $15 per month for 500 pages, and Pro is $79 per month for 2,000 pages. Exporting bank statements to Excel or CSV is unlimited within your page quota. Ready to start? Head to our converter to upload your first credit card statement free.
Upload your PDF to Documentric and click Export, choose CSV. The file downloads immediately in under 30 seconds and opens in Excel, Google Sheets, Xero, or Sage. Works for Chase, Amex, Capital One, Citi, Discover, Bank of America, Wells Fargo, and 10,000+ issuers. No account required for your first 50 pages.
Export your statement as QBO from Documentric, then in QuickBooks Online open Banking, click Upload transactions, and select the file. QuickBooks reads the OFX 2.1.1 format natively with no manual field mapping required. Works for credit card and bank statements alike.
In QuickBooks Desktop, go to File, Utilities, Import, Web Connect Files, and select your QBO file. Documentric exports QBO format compatible with all QuickBooks Desktop versions from 2015 onward. The import wizard maps transactions automatically without manual data entry.
QuickBooks Online does not accept PDF uploads directly. Convert with Documentric: upload your credit card PDF, export to QBO, then import into QuickBooks Online. The entire process takes under two minutes.
If Chase does not offer a CSV download for your date range, upload the PDF to Documentric. The AI extracts all transactions and exports clean CSV within 30 seconds. Works for Chase Sapphire, Chase Freedom, Chase Ink Business, and Chase Amazon cards.
Yes, as long as you have a PDF statement. Documentric supports 10,000+ banks and card issuers worldwide. Export QBO and import into QuickBooks Online or Desktop. Works for banks not directly connected to QuickBooks, including regional banks and credit unions.
Credit card statements include additional fields: merchant category codes, minimum payment due, interest charges, and fees. Documentric handles both document types with the same upload flow. Exported CSV and QBO files correctly represent credits and debits for each statement type.
Upload your bank or credit card PDF to Documentric and choose Excel or CSV export. The file opens in Microsoft Excel with columns for date, merchant, amount, and category. Starter plan at $15 per month covers 500 pages per month for bookkeepers managing multiple client accounts.
Convert your PDF to QBO format with Documentric, then import the file in QuickBooks under Banking, Upload transactions. Documentric processes a typical 30-transaction monthly statement in under 30 seconds at 99% accuracy, eliminating manual data entry.
Yes. Documentric supports American Express statements including multi-section format where purchases, fees, and payments appear separately. All sections merge into one transaction table. Works for personal Amex and corporate Amex accounts in PDF and scanned formats.