Convert Citi statement PDF to Excel

Vision-AI extraction with a balance-reconciliation post-check. Citi keeps checking, savings, and card sections labelled separately.

Free during beta. Drop a Citi 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

Citi statement input	Bank2XL Excel output
Citi Priority Checking ****9301, monthly statement, $8,205.66 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 Citi statements specifically

Citi combined statements keep checking, savings, and card sections labelled separately within the same PDF. Bank2XL pulls each section out into its own sheet so a single statement gives you three Excel tabs, not one mixed table.

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 Citi 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 Citi statement came as a paper document and you photographed it, the OCR path runs automatically.

How to convert a Citi 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 Citi 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 Citi 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 Citi how-to guide