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Convert Chase statements

Turn Chase PDF statements and CSV exports into a clean CSV, an Excel workbook, a QuickBooks .QBO file or an OFX file for Xero, with every transaction in an editable table to review and categorize before you export.

No AI. No Hallucinations. Just Deterministic Math.

What we've read from real Chase files

ZeroParse reads real Chase files: 77 transactions from 3 of them, ready to review, categorize and export.

  • None of these files prints an opening and closing balance or a running balance, so there was nothing on the page to check the rows against. Before importing, compare the total with your Chase balance: every row is in an editable table for exactly that.
Tested with
CSV exports, PDF statements
Statement types
current or savings account, credit card
PDF type
scanned PDF (read with OCR)
Transactions extracted
77

These are real statements from our own test set, re-run on every change to extraction. Your statement may differ in layout. Every result is on the benchmark page, including the files we got wrong.

Convert a Chase statement

  1. Upload the PDF your bank gave you. Several at once is fine.
  2. We check the rows we found against the statement's own opening and closing balance, column totals or running balance, and show you the result.
  3. Export a CSV on any plan, or .QBO and Xero OFX files on the Pro and Firm subscriptions.
Convert a statement free

50 free PDF credits when you create an account, no card required.

Common questions

What does the badge on each file mean — "Matches statement totals", "Doesn't match statement", or "Verify against the statement"?
After extraction, we check whether the rows we found add up to what your statement says about itself — its opening and closing balance, its own column totals, or the running balance printed beside each row. "Matches statement totals" means they do, to the cent. The running balance is the most useful of the three when a file has one, because it is checked at every row rather than once at the end, so it can tell you which row something goes wrong at — and it catches a case the totals cannot: a file that is missing transactions whose amounts happen to cancel out. "Doesn't match statement" means they don't, and we show you exactly which figures disagree. "Verify against the statement" means your statement didn't print anything we could check against — no balances, no totals, no running balance — so we're telling you to eyeball it yourself rather than pretending it's fine. It's a common enough outcome that we publish the actual rate across our own test corpus on the benchmark page rather than asking you to take a number on trust. None of this is the same as an accountant reconciling your account against an independent record; it only checks that what we extracted is internally consistent with what your own statement says. Edit an amount or delete a row afterward and we re-run the same check automatically, so the badge always reflects what you're about to export — and because that recheck runs entirely in your browser, fixing a flagged row never sends anything back to our servers or creates a new copy of your data there.
How accurate is the extracted data?
PDF extraction uses each page's real text layer where available, with OCR as a fallback for scanned statements. CSV columns are auto-mapped to Date/Description/Amount from common header names — or, when a file's headers say nothing useful (some bank exports really do label their columns "Column 1" to "Column 7"), from the data itself. Both are best-effort: bank statement formats vary too much to guarantee perfect extraction, which is why every upload lands in an editable table where you can adjust the column mapping and deselect or delete any row before exporting. We also check our own work: after extraction, we compare the rows we found against the totals your statement prints about itself, and show you the result as a badge next to the file rather than asking you to just trust the table.

All questions and answers