Convert Citi statements to
Upload Citi PDF bank statements and export review-ready CSV, QBO, QBD, QIF, or Xero files from the same workflow.
Select documents to convert
Drag and drop your bank statements here, or browse files from your computer.
See a real statement turned into a bookkeeping-ready CSV.
Normalized dates, merchant descriptions preserved, categories assigned, and references kept for traceability. Download the samples below to see the full output.
| Date | Description | Amount |
|---|---|---|
| 08/01/2025 | INTUIT *QBO SUBS 795545 Software/Subscription | -$11.93 |
| 08/01/2025 | LAND LEASE PMT ACH 8066971 Rent/Lease | -$854.41 |
| 08/01/2025 | ONLINE TRANSFER TO CHECKING 0284441050 Transfer | -$2,967.42 |
| 08/04/2025 | SHOPIFY*PAYOUT 94601100497 Sales/Income | $1,746.17 |
| 08/05/2025 | ACH DEBIT PROGRESSIVE 04648254155 Insurance | -$280.80 |
| 08/06/2025 | BRANCH DEPOSIT Deposit/Income | $2,362.78 |
Messy docs in. Clean CSV out.
Built for real statements, invoices, and receipts.
Reconcile automatically.
Checks debit and credit movement against opening and closing balances.
Encrypted throughout.
Upload, conversion, and download stay fully encrypted.
Global Adoption
Trusted in 35 countries.
Processing 6,034+ bank statements, card statements, and invoices for businesses worldwide.
35
Countries
6,034
Documents Converted
Pricing
Simple credit packs. 1 credit covers up to 10 pages.
Have questions or need help?
Let us know if you have any questions. The Wesley AI team is here to help.
Why Citi statement PDFs still create import work
Citi statements are designed for viewing, not accounting imports. Wesley extracts dates, descriptions, and signed amounts into a reviewable table before you export the file your downstream workflow actually needs.
For Citi statement cleanup, the PDF often remains the full-period source of truth even when teams can see some recent activity elsewhere. Wesley helps convert that PDF into a file you can review before import.
- Keep the original PDF as the source of truth while reviewing extracted rows.
- Switch between Generic CSV, QBO CSV, QBD CSV, QIF, and Xero-ready output without re-uploading the file.
- Built for Citi checking, Citi savings, Citi credit card PDFs where the transaction rows are visible on the statement.
What Wesley keeps reviewable from Citi PDFs
Wesley is designed for bookkeepers who need a file they can trust before import. Repeated headers, page breaks, and statement-only formatting stay out of the export while the transaction rows stay visible for review.
- Dates, descriptions, deposits, withdrawals, and references stay in one review flow.
- Signed amounts are preserved before export so cleanup does not move into the accounting system.
- The same upload can be exported for spreadsheet review or accounting import.
Related workflows
Bank statement to QBO
Move from PDF statements to QuickBooks Online-ready CSV without manual cleanup.
Open workflow →
Bank statement to Xero CSV
Export Xero-ready columns for payee, description, reference, and signed amount.
Open workflow →
Document upload workflow
See the broader document review workflow for statements, invoices, and receipts.
Open workflow →
Frequently asked questions
How do I convert a Citi statement PDF to CSV?
Upload the Citi PDF statement to Wesley, review the extracted rows, and download a Generic CSV or switch to QBO, QBD, QIF, or Xero-ready output from the same workflow.
Does Citi offer CSV downloads directly?
Some Citi accounts may let you export recent activity, but those exports often do not line up with a full monthly statement period or the exact columns accounting imports expect. Converting the official PDF statement is safer when you need a complete reviewable file.
Which Citi account types work?
Wesley is designed for Citi checking, Citi savings, Citi credit card statement PDFs. If the PDF shows readable transaction rows, Wesley can extract them into a reviewable table before export.
Can I send the Citi statement output to QuickBooks or Xero?
Yes. Start with Generic CSV if you want spreadsheet review, or switch to QBO, QBD, QIF, or Xero-ready output when you need an accounting-import format.