Every month your clients send credit card statement PDFs and expect clean data. Manually retyping 40–150 transactions per statement takes 30–60 minutes each — and typos in amounts are exactly the kind of error that comes back to bite you at reconciliation time. This free tool converts the PDF to Excel in seconds: Date, Description, Debit, Credit — nothing more, nothing less.
The client statement workflow, step by step
- Collect — client sends statement PDFs (any issuer: Amex, HDFC, Chase, ICICI, SBI…).
- Convert — upload each PDF here (or several at once — multi-file batch supported). Get XLSX in seconds.
- Review — spot-check totals against the statement's own closing balance. Debit/credit totals are on the Summary sheet.
- Categorize — use Excel filters and our free tracker template, or your firm's own chart of accounts.
- Reconcile — match payments and charges against bank records. See the reconciliation guide.
- Deliver — clean Excel for client books, tax filing or expense reports.
Why accountants prefer a client-side converter
- Confidentiality is non-negotiable. Client statements contain card numbers, names, spending patterns. This tool never uploads the file — parsing happens locally in the browser. There is no server to leak from. (Most "we delete files after conversion" competitors still transfer your client's PDF to their server.)
- No account creation, no pricing tiers, no page limits. Convert 100 statements or 1 — same speed, same price (₹0/$0).
- Deterministic extraction. Rules-based parsing of 164 known layouts — the same statement always gives the same result. No AI that occasionally "imagines" a transaction.
- Clean accounting-ready output. Four columns only: Date, Description, Debit, Credit. No balances, no card numbers, no junk rows.
QuickBooks / Xero / Tally integration (realistic)
There is no one-click live integration — don't trust anyone claiming otherwise without a real connection. What this tool actually gives you:
- CSV export → import into QuickBooks Desktop/Online or Xero using their built-in CSV import (step-by-step: QuickBooks guide, CSV guide).
- Excel → clean up, then import or post manually with your firm's mapping.
- Xero → CSV bank-feed import path works the same way (guide).
- Tally → Excel review then voucher entry (guide).
What this tool deliberately does NOT do
- No auto-categorization into expense categories — categories depend on your client's chart of accounts, not a generic AI guess.
- No direct bank/accounting-software login — statements must be uploaded as PDF.
- No OCR for scanned PDFs — run OCR first if the PDF is image-based.
Frequently Asked Questions
A>Even safer than that — nothing is uploaded. The PDF is parsed entirely in the browser. You can even disconnect the internet after the page loads and it still works.
A>Yes — Amex Business Platinum/Gold, corporate cards and most business card statements share the same layouts as personal ones.
A>Rules-based parsing on 164 known layouts — debit/credit amounts, dates and descriptions come straight from the statement text. Always verify totals against the statement's closing balance.
A>Unlimited. No signup, no credits, no page limits, no watermark.
A>Yes — the export includes both XLSX and CSV options (CSV guide).
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