Bookkeepers live in spreadsheets. Credit card statement PDFs are the worst format to work with — you can't filter, sum or pivot a PDF. This free tool turns any credit card statement PDF into a clean Excel/CSV file in seconds, so the actual bookkeeping (categorizing, reconciling, reporting) can start immediately.
Your monthly bookkeeping loop (and where this fits)
| Step | Manual (PDF) | With this tool |
|---|---|---|
| Get the data | Retype transactions | Upload PDF → Excel in seconds |
| Format | Inconsistent dates/amounts | Uniform Date, Description, Debit, Credit |
| Filter/sort | Not possible in PDF | Native Excel — filter, pivot, SUMIF |
| Categorize | Type category next to each row | Add a Category column + lookup table (tracker template) |
| Reconcile | Match payments manually | Duplicate detection flags repeated rows; see reconciliation guide |
| Report | Manual totals | Summary sheet with total debits/credits |
Batch processing for multi-client workflows
Handle multiple statements at once — drop several PDFs and each converts to its own Excel file. Perfect for the 1st-of-month rush when every client's statement lands at once. With clients across Amex, Chase, HDFC, ICICI, Capital One and 110+ issuers, you get the same 4-column output for every one — no more learning 15 different statement layouts.
Privacy matters to your clients — and to you
Statements contain card numbers, transaction history and personal details. This tool processes everything in the browser: the file never reaches any server. For a bookkeeper handling other people's financial data, that is the difference between "we claim to delete files" and "files never leave the device".
Free resources that make you faster
- Free Excel tracker template — categories, monthly summaries, ready to use.
- Direct template download (.xlsx)
- Sample statement PDF — test the tool with zero risk.
- QuickBooks reconciliation walkthrough
Frequently Asked Questions
A>Yes — multi-file batch: drop several PDFs, each becomes its own Excel file with the same 4-column format.
A>After the page loads, yes — processing is fully client-side. (PDF.js and the Excel library load on demand.)
A>Yes — CSV export is built in, with import guides for QuickBooks and Xero.
A>The engine flags likely duplicates during parsing, and the tracker template has a duplicate-check column. Always compare totals with the statement's closing balance.
A>Yes — free, unlimited, no signup, no watermark, no "pro" lock-in. Bookkeepers can use it for client work all day.
🚀 Open the Tool