AI-powered OCR extracts every charge, payment, fee, and interest item from any credit card statement PDF. Review inline and export to your accounting software in seconds.
No account needed · No credit card · Works with any issuer
No issuer-specific setup required. If you have a PDF statement, Documentric can convert it.
Upload any credit card statement PDF — digital or scanned. Works with all major card issuers worldwide.
Every charge, credit, fee, and interest item appears in an editable table. Fix anything inline before export.
Download a CSV for Excel/Xero/Sage or a QBO file for QuickBooks Online and Desktop.
Documentric extracts every field from your credit card statement — not just transaction amounts.
Works with Visa, Mastercard, American Express, Discover, and any issuer worldwide — Chase, Capital One, Citi, Barclays, and more.
Merchant names are extracted as a dedicated field. Spending categories are auto-detected from transaction descriptions.
Annual fees, late payment charges, cash advance fees, and interest charges are all extracted as separate line items.
Payments, refunds, and statement credits are extracted alongside purchase transactions — a complete picture of every statement.
AI-powered OCR handles both text-layer PDFs (e-statements) and scanned paper statement images with the same accuracy.
Credit card data is sensitive. All uploaded files are automatically deleted within 24 hours — nothing is stored beyond what is needed.
Credit card statements share a similar structure with bank statements but include additional fields like merchant category, minimum payment, and interest/fee line items. Documentric handles both — the same upload flow works for credit card PDFs and bank account PDFs.
Yes. Documentric supports American Express statements including the multi-section format Amex uses, where purchases, fees, and payments appear in separate sections. All sections are extracted and merged into a single transaction table.
Yes. Annual fees, monthly interest charges, late payment fees, cash advance fees, and foreign transaction fees are all extracted as separate line items so they appear correctly in your accounting software.
Standard PDF credit card statements do not include MCC data — that information is not printed on paper or e-statements. Documentric extracts and auto-categorizes based on merchant name patterns instead.
Documentric exports credit card transactions to CSV (compatible with Excel, Google Sheets, Xero, and Sage) and QBO (compatible with all versions of QuickBooks Online and Desktop). Excel .xlsx export is also available.