Finance Data Extraction

Extract Scanned Credit Card Statement Data to Excel

Convert scanned credit card statements into clean, structured data for your reconciliation workflow. Use reusable templates and split-screen review to ensure every transaction is captured accurately.

Custom schema-based data mapping
Split-screen review for data validation
Reusable templates for recurring statements
Spreadsheet-ready data export
Minutes
Processing Time
Review-first
Data Verification
No-code
Template Setup

How the workflow works

1

Define Schema and Template

Upload a sample scanned statement and define the fields you need to extract, such as date, merchant, and transaction amount.

2

Split-Screen Data Review

Review the extracted transaction tables alongside the original scanned PDF to verify accuracy before finalizing the data.

3

Upload the PDF

Add one or more scanned credit card statements PDFs to the workflow.

Manual vs structured workflow

Manual process

Transcribing merchant names and amounts line-by-line.

Structured workflow

Instant table extraction from scanned pages using defined schemas.

Manual process

Searching through paper piles for specific transaction dates.

Structured workflow

Digital review-first workflow with all data mapped to structured fields.

Manual process

Correcting typos in spreadsheets after manual entry.

Structured workflow

Validating data side-by-side with the original scan to ensure integrity.

Common finance use cases

  • Converting legacy scanned statements for audits
  • Standardizing transaction data across multiple card issuers
  • Automating monthly credit card reconciliation workflows
  • Digitalizing paper-based financial archives

Related resources

Pricing for recurring document workflows

Compare plans based on document volume, review needs, and finance workflow fit.

Explore resource

Schema design guide

Learn how to define repeatable extraction fields for structured spreadsheet-ready output.

Explore resource

Frequently asked questions

How does Xtract PDF AI handle low-quality scans?

The platform is designed to process scanned documents by allowing users to define custom schemas and use a split-screen interface to review extracted data directly against the original PDF source.

Can I reuse extraction settings for different card issuers?

Yes. You can create reusable templates for each bank or card provider to ensure that your transaction data is extracted into a consistent format every month.

Can I review scanned credit card statements data before exporting?

Yes. The workflow is built around reviewing extracted values before sending the output to Excel.