CreditCardToExcel is an AI-powered document conversion tool that transforms credit card statement PDFs into structured Excel and CSV files — automatically, in seconds, without any manual data entry.
The Problem It Solves
Every month, millions of accountants, bookkeepers, freelancers, and small business owners spend hours re-entering credit card transactions by hand. The data is locked in PDFs from Chase, American Express, Capital One, Bank of America, Citi, Wells Fargo, Discover, and US Bank — and getting it into a spreadsheet means either typing each row manually or paying for expensive document AI platforms that require complex setup.
CreditCardToExcel eliminates that work entirely.
How It Works
1. Upload your credit card statement PDF (or up to 20 files at once on Business plan)
2. Google Gemini AI reads and extracts every transaction: date, merchant name, transaction amount, and spending category
3. Download a clean, structured Excel (.xlsx) or CSV file — ready for QuickBooks, Xero, Wave, FreshBooks, or any accounting tool
The entire process takes under 10 seconds per statement. No setup, no templates, no training.
Key Capabilities
- Supports all major US credit card issuers: Chase, American Express, Capital One, Bank of America, Citi, Wells Fargo, Discover, US Bank
- Handles password-protected PDFs (common with bank-issued statements)
- Auto-categorizes transactions into spending categories (groceries, dining, travel, utilities, etc.)
- Batch processing: convert up to 20 statements simultaneously
- Multiple export formats: Excel (.xlsx) and CSV (individual or ZIP bundle for batch)
- Secure: files are processed server-side and not stored after extraction
- No installation required — runs entirely in the browser
Who Uses It
- Freelancers and self-employed: Quickly pull expense data for quarterly estimated taxes or Schedule C
- Small business owners: Reconcile credit card statements against bank feeds in QuickBooks or Xero
- Accountants and bookkeepers: Process client statements in bulk; reduce manual entry errors
- Finance teams: Standardize transaction data from multiple cards into a single Excel format for analysis
Pricing
- Free: 3 conversions/month (no credit card required)
- Pro: $19/month — 30 conversions, batch up to 5 files
- Business: $49/month — 100 conversions, batch up to 20 files
Built on Next.js and Google Gemini 2.0 Flash. Payments handled by Paddle (Merchant of Record — VAT/sales tax handled globally).
KEY FEATURES (add each as a separate feature entry):
1. AI-powered PDF extraction (Google Gemini 2.0 Flash)
2. Excel (.xlsx) and CSV export
3. Password-protected PDF support
4. Batch processing (up to 20 files simultaneously)
5. Auto transaction categorization (30+ spending categories)
6. Supports 8 major US credit card issuers
7. No installation required — browser-based
8. QuickBooks, Xero, Wave, FreshBooks compatible output
