Upload any Chase statement PDF — Total Checking, Business Complete, Performance Business, or a Sapphire / Freedom credit card statement — and get a clean Excel file with one row per transaction. Running balance preserved, deposit detail and section structure handled automatically.
Convert your Chase statement — free
Chase formats personal and business statements in separate sections — Deposits, ATM & Debit Withdrawals, Checks Paid, Electronic Withdrawals, Fees. Copy-paste into Excel and you get five disconnected blocks instead of one transaction list. The running balance only appears in the main section. Long ACH descriptions wrap onto two lines and split into fake rows.
Business Complete Banking statements run 30–50 pages with deposit detail and check-image grids. Generic PDF-to-Excel converters can't read them at all. Scanned copies are worse — the column alignment falls apart on every wrapped row, and you've spent more on labor than the cost of a tool that just does the conversion for you.
PDFExcel handles every Chase quirk automatically. Section structure gets merged into a single chronological transaction list with the section preserved as a column. Wrapped descriptions get rejoined into one cell. Running balance stays consistent across page breaks. Deposit detail rows link back to the parent deposit instead of polluting the main ledger.
Works on every Chase statement type: Total Checking, Premier Plus, Sapphire Banking, Business Complete Banking, Performance Business Checking, Platinum Business Checking, plus Chase credit cards (Sapphire Reserve, Sapphire Preferred, Freedom, Freedom Unlimited, Ink Business). Same upload — the model recognizes each layout and adapts. Scanned statements trigger OCR automatically. Drop the output straight into QuickBooks via PDF import, Xero, or your audit workpapers.
The model knows that 'CHECK # 1432' belongs in the Check Number column, not the description, and that a wrapped 'ORIG CO NAME:STRIPE PAYMENTS' across two lines is one ACH credit, not two transactions. That's the difference between a clean reconciliation and an hour of manual cleanup.
Most PDF-to-Excel tools either need template setup, an enterprise demo, or charge per page. PDFExcel reads Chase's section structure out of the box — and you can convert your first statement in under a minute.
Section structure preserved as a column. Running balance reconciles end-to-end. Wrapped ACH descriptions rejoined into one row.
| # | Date | Description | Section | Debit | Credit | Running Balance | Check # |
|---|---|---|---|---|---|---|---|
| 1 | 03/01/2025 | Beginning Balance | — | $48,217.93 | |||
| 2 | 03/03/2025 | ORIG CO NAME:STRIPE PAYMENTS — DEPOSIT | Deposits | $6,420.00 | $54,637.93 | ||
| 3 | 03/05/2025 | CHECK #4218 — VENDOR PAYMENT | Checks Paid | $2,150.00 | $52,487.93 | 4218 | |
| 4 | 03/06/2025 | ZELLE PAYMENT TO J. ALVAREZ | Electronic Withdrawals | $425.00 | $52,062.93 | ||
| 5 | 03/10/2025 | ATM WITHDRAWAL — 1000 BROADWAY NY | ATM & Debit | $200.00 | $51,862.93 | ||
| 6 | 03/14/2025 | WIRE TRANSFER IN — REF# 8829110 | Deposits | $22,500.00 | $74,362.93 |
Chase is the largest U.S. consumer and small-business bank — almost every accounting firm has a client with a Chase account. PDFExcel is built for the people doing the reconciliation work, not the executives who buy the software.
Closing the month for a coffee-shop client on Chase Business Complete. 28-page statement with deposit detail. Upload, export to QuickBooks-ready CSV, import in three clicks. Done in 20 minutes instead of half a day.
Client missed eleven months of bank-feed sync on their Chase operating account. Drop the year of statements into one ZIP, get back a single workbook with all 12 months as separate tabs.
Pulls the monthly Chase Ink Business statement and joins against the AP system to confirm every charge has a matching expense report. The Reference Number column makes the join trivial.
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Yes — and it handles Chase's section structure properly. Business Complete Banking statements often run 30–50 pages with separate sections for Deposits, Withdrawals, Checks Paid, Electronic Withdrawals, and Fees. PDFExcel merges them into one chronological transaction list with the section preserved as a column.
Yes. The running balance is preserved transaction by transaction across page breaks — including on business statements where the balance only appears in the main checking activity section, not the per-category subsections. Final balance always matches the printed ending balance.
OCR runs automatically when there's no embedded text. Native Chase PDFs (downloaded from chase.com) extract at near-perfect accuracy. Scanned, faxed, or printed-and-rescanned copies trigger OCR automatically — same upload, same fields, no extra steps.
Yes. Export as CSV with QuickBooks' standard columns (Date, Description, Amount, Memo) and import via Banking → File Upload. The dedicated QuickBooks PDF import flow pre-formats Chase statement exports to QuickBooks' exact schema so you skip column mapping.
Yes. Sapphire Reserve, Sapphire Preferred, Freedom Unlimited, and Ink Business statements all work. Credit card statements use a different layout than checking statements (flat transaction list with merchant, category, amount). PDFExcel reads both. See credit card statement conversion for the broader workflow.