Excel · CSV · QBO · XeroCitibank Statement to Excel Converter
Convert Citibank statement PDFs into clean Excel spreadsheets. FlowParse reads the Citi statement layout — the debits and credits columns, the running balance, fees and interest — and rebuilds every transaction as an editable, signed row with date and description. Citibank checking (Access, Regular, Citigold), savings, and Citi credit-card statements (Double Cash, Custom Cash, Costco) are all supported.
Scanned or digital · multi-page · balance-validated · duplicates removed
Citi hands you a PDF; your bookkeeping, tax prep and loan applications want a spreadsheet. Instead of retyping a month or a year 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 — with balances validated so it reconciles before 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 Citibank statement
Citibank statements present transactions with date, description, debit and credit amounts and a running balance, plus separate fee and interest detail. FlowParse reads each line and extracts the full record, merging debits and credits into one signed amount while preserving the original layout's meaning.
The running balance is captured per row so the engine can confirm the statement reconciles from opening to closing across every page.
| 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 |
Citibank statement formats and account types
Citi's layout varies between checking tiers (Access, Regular, Citigold), savings, and its credit-card portfolio, which uses a charges-and-payments format. FlowParse reads all of them without per-account setup, locating fields by meaning so each statement yields 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 |
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 feeds Excel for analysis, CSV for importing anywhere, a real .QBO/.QFX/.OFX file that auto-imports into QuickBooks or Quicken without mapping, or a Xero-ready CSV — whatever your next step requires.
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.