In the app, this is our "Bank Statement (Multiple Transactions)" document type — any ledger of many transactions, whether it's a bank or credit card statement.
Card issuer, statement date, previous balance, new balance, and payment due date.
One row per transaction — negative for purchases/charges, positive for payments and credits.
Export straight into Excel, Google Sheets, or your budgeting tool of choice.
Card issuer, statement closing date, payment due date, previous balance, new balance, and every charge/payment line (amount negative for purchases, positive for payments and credits).
Yes — Visa, Mastercard, Amex, Discover, and store cards are all read the same way, since the converter parses whatever layout your statement actually uses rather than a template built for one issuer.
Yes — the payment due date is extracted alongside the balance, so it shows up directly in your exported spreadsheet.
Yes — Premium and Team plans support batch uploads, so multiple months of statements become one combined spreadsheet you can sort or total by month.
Having every charge broken out into its own spreadsheet row makes it much easier to scan for an unfamiliar merchant or amount than reading the original PDF line by line.
Free, no signup required. Choose "Bank Statement" as the document type and upload.
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