Upload any Capital One statement PDF — 360 Checking, 360 Performance Savings, Spark Business Checking, Spark Business Savings, or a Capital One credit card statement (Venture, Venture X, Quicksilver, Savor, Spark Cash, Spark Miles) — and get a clean Excel file with one row per transaction or charge.
Convert your Capital One statement — free
Capital One has two statement lineages — the legacy ING Direct / 360 layout (used for personal 360 Checking and 360 Performance Savings) and the post-acquisition Capital One layout (used for Spark Business and credit cards). Generic PDF tools assume one layout and break on the other. The 360 layout puts the running balance in a thin sidebar; the Capital One layout uses a more traditional ledger view.
Spark Business statements add per-employee card detail when multiple cardholders are on the account. Capital One credit cards (Venture, Venture X, Spark Cash, Spark Miles) often have foreign-transaction-heavy activity for travel users — and the model needs to preserve both currencies.
PDFExcel reads both Capital One statement lineages automatically. 360 Checking and 360 Savings statements extract with the sidebar running balance preserved as its own column. Spark Business statements extract per-cardholder when multiple cards are on the account. Credit card statements (Venture, Venture X, Quicksilver, Savor, Spark) come back with merchant, category, transaction date, posting date, amount, and currency.
Foreign-currency charges on Venture / Venture X / Spark Miles preserve original amount + currency code + USD-converted equivalent. Drop the export into QuickBooks via PDF import, Xero, or your reconciliation worksheet. Built-in OCR handles scanned Capital One statements automatically.
The model recognizes Capital One's two distinct statement layouts (legacy 360 vs Capital One Spark) and adapts column extraction accordingly. Trained on real Capital One personal, business, and credit card statements.
Generic PDF tools usually only handle one of Capital One's two statement layouts. PDFExcel reads both natively — same workflow, no toggle.
Per-cardholder detail preserved. Pivot by Cardholder column to confirm every charge matches a submitted expense report.
| # | Date | Merchant | Category | Amount | Cardholder | Card Last 4 |
|---|---|---|---|---|---|---|
| 1 | 03/02/2025 | DELTA AIR LINES | Travel | $842.30 | S. Patel | 4471 |
| 2 | 03/03/2025 | AMZN MKTP US*A12B3CD45 | Office Supply | $148.92 | S. Patel | 4471 |
| 3 | 03/06/2025 | STAPLES STORE #2188 | Office Supply | $284.50 | L. Martinez | 8821 |
| 4 | 03/09/2025 | UBER TRIP HELP.UBER.COM | Transport | $32.15 | L. Martinez | 8821 |
| 5 | 03/14/2025 | MARRIOTT INTL DENVER CO | Travel | $612.00 | S. Patel | 4471 |
| 6 | 03/16/2025 | ATLAS COFFEE LDN GBR | Meals | £9.40 | K. Chen | 2247 |
Capital One 360 personal banking customers, Spark Business owners running 1-50 employees, bookkeepers handling Spark clients, controllers tracking Venture corporate-card spend.
Capital One Spark Business Checking + Spark Cash credit card. Convert both monthly statements together, import to QuickBooks Self-Employed. Bookkeeping time drops to 15 minutes per month.
8 small-business clients on Capital One Spark accounts. Batch upload per client, export to QuickBooks-ready CSV. New client onboarding takes 10 minutes vs 2 hours of statement-feed setup.
8 employees on Venture cards for international travel. Pivot by Cardholder + Currency to reconcile T&E across 5 countries quarterly.
Yes. The model recognizes which lineage a statement is from and adapts extraction accordingly — no toggle, no per-product setup. Same upload workflow whether the statement is 360 Checking or Spark Business.
Yes. Spark Business statements with multiple cardholders preserve the cardholder name and card last-4 as their own columns. Pivot by Cardholder to confirm every charge matches a submitted expense report.
Yes. Foreign currency charges preserve both the original amount (with currency code) and the USD-converted amount. Useful for international travel reconciliation common with Venture-tier cards.
Yes. Built-in OCR runs automatically when there's no embedded text layer. Scanned, faxed, or printed-and-rescanned copies trigger OCR with no extra setup.
Yes. Export as CSV with QuickBooks' standard columns and import via Banking → File Upload. The QuickBooks PDF import flow pre-formats Capital One exports to QBO's exact schema.