Drop in any credit card statement PDF — Amex, Visa, Mastercard, Discover, Chase Sapphire or Ink Business, Capital One, Citi — and get a clean Excel file with one row per charge: date, merchant, category, amount, and posting reference.
Card statements bury the actual transaction list under a payment summary, rewards balance, and fee disclosures. Copy-paste into Excel and merchant names get truncated, foreign-currency amounts lose their conversion column, and the category labels (when the issuer adds them) end up in the wrong column.
Corporate cards are worse. A 30-page Amex Business Platinum statement might cover four cardholders across two billing currencies. Reconciling that against your AP system manually is hours per month — and the column alignment falls apart on every wrapped merchant name.
PDFExcel handles every common credit card statement layout. Personal cards (Sapphire, Freedom, Amex Gold, Capital One Quicksilver), business cards (Ink Business, Amex Business Gold/Platinum, Capital One Spark), and corporate card programs all extract the same way: date, merchant, category, amount, currency, and reference.
Multi-cardholder statements get the cardholder name preserved as its own column so you can pivot by employee. Foreign currency charges keep both the original amount and the USD-converted amount. Wrapped merchant names like SQ *MORNING COFFEE BROOKLYN NY get rejoined into one cell. Drop the export into QuickBooks, Xero, or your expense system.
The model knows that 'AMZN MKTP US*A12B3CD45' is one Amazon Marketplace charge — not a merchant name plus a SKU. That kind of merchant-string parsing is what separates this from a generic OCR tool.
Most card statement converters need template setup or an enterprise demo. PDFExcel reads every issuer's layout out of the box — and you can convert your first statement in under a minute.
Merchant names rejoined, foreign currency split into its own column, multi-cardholder statements pivot-ready.
| # | Date | Posting | Merchant | Category | Amount | Cardholder |
|---|---|---|---|---|---|---|
| 1 | 03/02/2025 | 03/03/2025 | DELTA AIR LINES | Travel | $842.30 | S. Patel |
| 2 | 03/03/2025 | 03/04/2025 | AMZN MKTP US*A12B3CD45 | Office Supply | $148.92 | S. Patel |
| 3 | 03/06/2025 | 03/07/2025 | SQ *MORNING COFFEE BROOKLYN NY | Meals | $18.40 | L. Martinez |
| 4 | 03/09/2025 | 03/10/2025 | UBER TRIP HELP.UBER.COM | Transport | $32.15 | L. Martinez |
| 5 | 03/14/2025 | 03/16/2025 | MARRIOTT INTL DENVER CO | Travel | $612.00 | S. Patel |
Bookkeepers reconciling client cards, AP teams matching corporate-card charges to expense reports, controllers tracking T&E spend, finance ops auditing employee card usage.
Closes books for 12 small-business clients, each with a Chase Ink Business card. Batch upload all 12 statements, export to QuickBooks-ready CSV, import in three clicks per client.
30-page monthly Amex Business Platinum statement covering 6 cardholders. Pivot the export by Cardholder column to confirm every charge matches a submitted expense report.
Pulls quarterly card statements, joins on Category to build a department-by-department travel and entertainment analysis. Done in 20 minutes per quarter.
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Yes. Multi-cardholder statements (Amex Business Platinum, Capital One Spark) preserve the cardholder name as its own column so you can pivot by employee. Each charge stays attributed to the right person.
Foreign currency charges get both the original amount (with currency code) and the USD-converted amount as separate columns. Useful for international travel reconciliation and FX gain/loss tracking.
Yes. Export as CSV with QuickBooks' standard columns (Date, Description, Amount). The dedicated QuickBooks PDF import flow pre-formats it so you skip column mapping.
Yes — built-in OCR runs automatically when there's no embedded text layer. Scanned, faxed, or photographed statements work the same way as native digital PDFs.