Excel · CSV · QBO · XeroChase Credit Card Statement to Excel Converter
Convert Chase credit card statement PDFs into clean, structured Excel spreadsheets. FlowParse reads the Chase card statement layout — the Account Summary (previous balance, payment and other credits, purchases, cash advances, fees charged, interest charged and new balance, plus the minimum payment and due date) and the Account Activity listing — and rebuilds every line as an editable row with the transaction date, merchant description and a signed amount. Chase Sapphire Preferred and Reserve, Freedom Unlimited and Flex, Slate, and Chase business cards are all supported.
Scanned or digital · multi-page · balance-validated · duplicates removed
This is the credit-card converter; for Chase checking and savings statements see the Chase bank statement converter. Rather than retyping a month or a year of card spending by hand, upload the statement, let the AI extract every transaction in seconds, review the editable preview, and export to Excel, CSV or a QuickBooks-ready file — with purchases and payments signed correctly and the statement totals checked before you download.
AI extraction, no templates
Reads this bank's layout with no per-bank setup.
Every column preserved
Date, description, amount, balance and every extra field, 1:1.
Balance-validated
Opening + transactions = closing, checked on every file.
Scanned & multi-page
OCR for image PDFs; long statements stitched into one list.
What FlowParse extracts from a Chase credit card statement
A Chase card statement opens with an Account Summary — previous balance, payment and credits, purchases, cash advances, fees charged, interest charged, new balance, minimum payment and due date — followed by an Account Activity listing. FlowParse extracts the summary figures and every transaction: date of transaction, merchant name, and the amount.
Everything printed is preserved. Purchases are kept positive and payments, credits and refunds negative so the totals match the summary, the merchant text is captured verbatim for categorisation, and any per-card or per-employee sections are kept distinct.
| Field | Captured in the export |
|---|---|
| Date | Transaction / posting date, normalised |
| Description | Payee, merchant or transfer detail, verbatim |
| Amount | Single signed value (debits −, credits +) |
| Balance | Running balance per transaction |
| Reference / type | Check number, transaction type, reference |
Why a card statement converts differently from a bank statement
A Chase card statement is built around a billing cycle rather than a running balance: it opens with the previous balance, lists purchases, payments, cash advances, fees and interest, and closes with a new balance, a minimum payment and a due date. The activity list mixes spending and payments rather than simple debits and credits.
FlowParse reads that structure correctly — signing purchases and payments, separating fees and interest from spending, and tying the transaction total back to the Account Summary — so the exported spreadsheet reconciles to the statement exactly.
New to this? Read the guide on how to convert a bank statement PDF to Excel.
From PDF to clean data in three steps
1 · Upload the PDF
Drop one statement or many — digital or scanned, any number of pages.
2 · AI extracts & validates
Every transaction is read, amounts signed, balances checked, weak pages retried.
3 · Review & export
Check the editable preview, then download Excel, CSV, QBO, QFX, OFX or Xero.
Convert to the format you need
The same extraction powers every export — convert once, then choose the output your next tool expects.
| Format | Best for |
|---|---|
| Excel (.xlsx) | Analysis, totals, sharing |
| CSV | Importing into any tool |
| .QBO | QuickBooks Online & Desktop |
| .QFX | Quicken |
| .OFX | Most accounting tools |
| Xero CSV | Xero statement import |
Manual work vs FlowParse
Re-typing a statement by hand is slow and error-prone. FlowParse is near-instant, accurate, and scales to any volume.
| What happens | By hand | FlowParse |
|---|---|---|
| Reading the data | Copy-paste line by line | AI extracts every transaction |
| Scanned statements | Re-typed manually | OCR reads them automatically |
| Debits & credits | You fix every sign | Pre-signed, normalised |
| Balance check | Manual reconciliation | Validated automatically |
| Time per statement | 20–40 minutes | Under 30 seconds |
| A full year | Hours per account | One Smart Merge upload |
A whole year into one reconciled Excel
Smart Merge takes up to 100 Chase card PDFs — across cards and months — and consolidates them into a single Excel with one unified transaction sheet, duplicate detection across overlapping statements, and a source reference on every row.
That turns a year of card spending into one categorised workbook for expenses or tax, instead of opening twelve separate statements.
Import straight into your accounting software
Need it in your books? FlowParse builds a real bank-feed file. The .QBO imports directly into QuickBooks with no CSV column mapping, each transaction carries a unique ID so re-imports never duplicate, and Quicken users get .QFX.
Validated, not just converted
The same extraction powers every export. Take your Chase card data to Excel for analysis and expense reporting, CSV for importing anywhere, a real .QBO/.OFX file that auto-imports into QuickBooks with no mapping, or a Xero-ready CSV for reconciliation.
It fits whether you're tracking personal card spend, preparing business expense claims, or an accountant bringing a client's card activity into the books.
More on the validation and reconciliation engines.
Your bank statements stay private
Bank statements are among the most sensitive documents you own. Converting one never puts it at risk.
Encrypted transfer
Every upload and download runs over TLS.
Deleted after processing
Your original PDF is removed as soon as it's converted.
EU-hosted
Processed on EU infrastructure.
No AI training
Your documents are never used to train models. GDPR-aligned.
Read the full security overview.
Who converts these statements
Accountants
Bring client statements into Excel or QuickBooks without re-keying.
Bookkeepers
Catch up months of statements in minutes.
Small businesses
Get PDF-only statements into the books, ready for tax time.
Loan & mortgage applicants
Turn statements into a clean spreadsheet for underwriting.
Finance teams
Standardise statements from many banks into one format.
Anyone with a PDF statement
Skip the manual typing — convert and move on.