Doc2ExcelUse Case

Convert credit card statements to Excel

Extract credit card statement transactions into Excel for expense review, categorization, and reconciliation.

  • Standard extraction first
  • Private file flow
  • Preview rows before export
Convert Document
Upload a file to securely extract transaction and table data.
Standard extraction is free.Secure and private

How to convert credit card statements to excel

1

Upload

Select your file and confirm the document type.

2

Extract

Doc2Excel reads transaction rows, table columns, and confidence.

3

Download

Export a clean Excel file for review or import.

Common problems this solves

Expense rows need review before bookkeeping

Card statements mix payments and purchases

Vendor descriptions are hard to clean manually

Frequently asked questions

Is my financial data secure?

The production flow uses private uploads, server-side processing, and a scheduled 24-hour expiry for uploaded files and extracted preview data.

Can it handle scanned files?

Yes. Standard extraction runs first. Advanced extraction can be used for scanned or low-confidence pages when credits are available.

What columns are included?

Bank and credit card exports are designed around date, description, debit, credit, and balance fields, with output adjusted for Excel, CSV, or QuickBooks-ready CSV.