The process for converting a PDF credit card statement into a clean CSV file is managed efficiently using Wesley’s “PDF to CSV Page by Page” tool, part of the functionality offered by Wesley AI, the AI Bookkeeping Assistant.

Upload and Configuration

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To begin, you upload the credit card PDF file into the tool, where credit card statements are treated as "first-class citizens". The user interface displays the original PDF in the left pane and all controls in the right pane. It is crucial to select “Credit Card Statement” so the extractor correctly anticipates details like purchases, fees, and payments. You then specify which pages to process—selecting everything, a specific page range, or comma-separated selections. Optionally, you may add custom instructions, such as asking the system to “flag international transactions,” before proceeding.

AI-Powered Parallel Processing

Once you click “Start Processing,” Wesley slices the PDF into individual pages and queues up to sixteen of them in parallel. The system streams live updates, including page previews, success notices, or retryable errors. The extraction engine leverages Google’s Gemini behind the scenes, utilizing a credit-card-specific prompt. This prompt strictly enforces a five-column CSV layout, requiring MM/DD/YYYY dates, merchant references, and signed amounts (where charges are negative and payments are positive). If you are not logged in, the demo mode caps the number of pages that run, so logging in is required to unlock the entire statement.

Review, Edit, and Retry

Wesley AI reconciles transactions for you, so you don’t have to go through them line by line.
You won’t see Retry button often, because more than 90% conversions passes reconciliation test, meaning data conversion is 100% accurate.

After processing concludes, each page card displays its total transaction count. You can toggle “View” to open an editable spreadsheet for that specific page. Within this spreadsheet, you have the ability to fix merchant names, add rows, delete noise, or even drag column dividers to match your preferred width. If a page yields an insufficient extraction, you can expand “Add instructions,” describe what is missing, and select “Retry.” Only that single page re-runs, and the consolidated CSV updates automatically.

Final Consolidation and Download

We know you spend time editing csv after downloading. You don’t have to do that while using Wesley AI because we do that for you.

To finalize the file, select the pages you trust (a Select All shortcut is available) and click “Confirm & Add to Chat”. Wesley rebuilds the CSV based on your selected pages, removes duplicate rows, and saves the file within your workspace. The system then posts a chat message that includes the download link and a quick summary detailing how many pages and transactions were captured.