Works with statements from every major issuer
Why people convert credit card statements
CSV exports from issuers are often capped at 90 days, missing categories, or unavailable for closed accounts. SheetFerry works on any PDF, any age.
Expense reports
Pull every charge into Excel and categorize for reimbursement, client billing, or audits.
Tax preparation
Hand a clean transaction list to your CPA—dates, merchants, amounts, categories, all in columns.
Spend analysis
Pivot, filter, and chart 12+ months of credit card history to find leaks and recurring subscriptions.
Bookkeeping
Bulk-import client card statements into QuickBooks, Xero, or your ledger of choice.
From PDF to spreadsheet in 3 steps
Upload your statement PDF
Drag in any credit card statement—single page or full year. Files up to 50MB supported.
AI extracts every transaction
We detect date, merchant, category, and amount columns automatically—no template setup needed.
Download clean Excel
Get a tidy .xlsx with one row per transaction, ready to pivot, filter, or import into accounting software.
Built for accuracy on financial data
AI table detection
Identifies transaction tables across every issuer layout—no template required.
Seconds, not hours
12 months of statements processed in the time it takes to brew coffee.
Private by default
Files processed in memory and deleted immediately. Never stored.
Common questions
Why can't I just download a CSV from my credit card issuer?
Most issuers cap CSV exports at 90 days, strip merchant categories, or only offer PDF for closed accounts and joint cards. SheetFerry works on any statement PDF, no matter how old.
Does it work with Amex, Chase, and Capital One statements?
Yes. Our AI handles every major US issuer (Amex, Chase, Citi, Capital One, Discover, BofA, Wells, Barclays, US Bank, Synchrony) plus international cards. Layouts vary—the AI adapts.
Will it capture merchant categories and foreign transactions?
Yes. We extract date, merchant, category (when present), amount, and currency. Foreign transactions and FX fees are preserved as separate rows.
Is it safe to upload a credit card statement?
Files are processed in memory and deleted immediately after conversion. Nothing is stored, indexed, or used for training.