Convert Credit Card Statement PDFs to Structured Excel Data
Eliminate manual data entry for credit card reconciliation. Xtract PDF AI processes statement tables into structured spreadsheets using reusable templates and a side-by-side review interface.
How the workflow works
Upload and Define
Import your PDF statements and map the transaction table using our schema-based extraction tools.
Review and Validate
Verify extracted transaction rows against the original document using the integrated split-screen viewer.
Export to Excel
Download your structured data in a spreadsheet-ready format to complete your reconciliation workflow.
Manual vs structured workflow
Manual process
Copy-pasting individual transactions from PDF tables into spreadsheets.
Structured workflow
Automatic table detection and mapping via schema-based extraction.
Manual process
Visual checking across multiple browser tabs and open windows.
Structured workflow
Side-by-side split-screen review for rapid data verification.
Manual process
Fixing formatting errors and merged cells after pasting data.
Structured workflow
Clean, structured Excel files mapped to your specific finance templates.
Common finance use cases
- Monthly transaction reconciliation
- Business expense categorization
- Audit-ready transaction logging
- Historical spend analysis
Frequently asked questions
How does the review process work?
Our split-screen interface displays the original PDF alongside the extracted data, allowing you to verify transaction details directly before finalizing the export.
Can I process recurring statement formats?
Yes. You can create reusable templates and custom schemas for specific card issuers to ensure consistent data structure across monthly reconciliation cycles.
Can I review credit card statements data before exporting?
Yes. The workflow is built around reviewing extracted values before sending the output to Excel.