Excel · CSV · QBO · XeroChase Statement to Excel Converter
Convert Chase bank statement PDFs into clean, structured Excel spreadsheets. FlowParse reads the Chase monthly statement layout — the Deposits and Additions section, the Electronic Withdrawals and ATM & Debit Card Withdrawals sections, fees, and the running Daily Ending Balance — and rebuilds every transaction as an editable row with date, description and signed amount. Chase Total Checking, Chase Savings, Chase Business Complete Banking and Chase Performance Business Checking statements are all supported.
Scanned or digital · multi-page · balance-validated · duplicates removed
Chase only gives you a PDF, but your bookkeeping, your tax prep and your loan application all want a spreadsheet. Instead of retyping a month — or a year — of transactions by hand, upload the statement, let the AI extract it in seconds, review the editable preview, and export to Excel, CSV, or a QuickBooks-ready file. Balances are validated automatically, so the opening balance plus every transaction reconciles to the closing balance before you export.
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 statement
A Chase statement is organised into labelled sections — Deposits and Additions, Electronic Withdrawals, ATM & Debit Card Withdrawals, Checks Paid, and Fees — wrapped around a Beginning Balance and Ending Balance. FlowParse reads each section and pulls the full transaction record: date, description, check number where present, the signed amount, and the running Daily Ending Balance.
Everything printed on the statement is preserved. Credits and debits are normalised into one signed amount column so the spreadsheet totals correctly, the section a transaction came from is retained as its type, and the per-day balance lets the engine confirm nothing was dropped across page breaks.
| 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 |
Chase statement formats and account types
Chase issues statements for several products, and the layout shifts between them: Total Checking and Chase Savings use the classic deposits/withdrawals grouping; Chase Business Complete Banking adds business fee detail and transaction counts; credit-card statements (Sapphire, Freedom, Ink) use a charges-and-payments layout instead.
Because extraction is AI-based rather than template-based, FlowParse handles all of these without configuration. It locates the date, description, amount and balance by meaning, so a personal checking statement and a business statement both produce the same clean column structure.
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
Need more than one month? Smart Merge takes up to 100 Chase PDFs — across checking, savings and business accounts — and consolidates them into a single reconciled Excel with one unified transaction sheet, duplicate detection across overlapping statements, and a source reference on every row.
Accountants and bookkeepers use this to turn a client's backlog into audit-ready books in minutes, and individuals use it to assemble a full year for tax time without opening twelve separate files.
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 data to Excel for analysis, CSV for importing anywhere, a real .QBO/.QFX/.OFX bank-feed file that auto-imports into QuickBooks or Quicken with no column mapping, or a Xero-ready CSV.
That makes FlowParse a fit whether you're a Chase customer catching up on bookkeeping, an accountant onboarding a client, or preparing statements for a mortgage or loan application that asks for the data in a spreadsheet.
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.