Convert Chase statement PDF to Excel

Vision-AI extraction with a balance-reconciliation post-check. Chase mixes checking, savings, and Chase-branded credit-card layouts.

Free during beta. Drop a Chase statement PDF, get Excel and CSV back with the reconciliation status on a validation sheet. 10 conversions a day, daily quota resets, no card on file, no signup.

Get the Chrome extension See a sample output

What you get

Chase statement input	Bank2XL Excel output
Chase Total Checking ****4521, monthly statement, $4,892.15 closing balance, 30 to 80 transactions a month, scanned or digital PDF.	Three sheets: account info, transactions with date, description, debit, credit, and running balance, plus a validation sheet with the reconciliation result.

Why Bank2XL for Chase statements specifically

Chase produces different statement formats for personal checking, business checking, savings, and the Chase Sapphire and Freedom card lines. Vision AI handles all of them without per-template tuning.

Reconciled to the statement’s own balance. Opening balance plus credits minus debits should equal closing. If it doesn’t, you see the delta on the validation sheet before you import.
No per-bank rules to maintain. When Chase changes their statement layout, and they all do occasionally, the vision-AI engine adapts without our team having to ship a parser update.
Scanned and photo PDFs work too. If a Chase statement came as a paper document and you photographed it, the OCR path runs automatically.

How to convert a Chase statement

Install the Bank2XL Chrome extension. (Notification list while the Chrome Web Store review is in progress.)
Open the side panel from the toolbar on any tab, including the Chase statement download page.
Drop the PDF into the panel. The reconciled Excel and CSV appear in the panel within a few seconds.

For a step-by-step walkthrough with screenshots, read the Chase how-to guide.

Other formats and tools

Sample Excel output: what the three sheets look like.
Accuracy methodology: how we measure reconciliation rates across banks.
Bank2XL vs DocuClipper: head-to-head on pricing, output formats, integrations.

Get the Chrome extension Read the Chase how-to guide