Convert credit card statements to

Columns:Date, Amount, Payee, Description, Reference

Upload PDF credit card statements and export Xero-ready CSV files for card import and reconciliation workflows.

Select documents to convert

Drag and drop your bank statements here, or browse files from your computer.

PDF
JPG / PNG
No active conversions
Upload a file to begin.

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.

Compatible with
QuickBooks
Xero
Source PDFDownload PDF
Sample bank statement preview
Hover to zoom
Output CSVDownload CSV
DateDescriptionAmount
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
Sales/IncomeDeposit/IncomeTransferUtilities

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.

Credit card statement cleanup before Xero import

When the card history only lives in PDF statements, Wesley helps you turn that file into an import-ready Xero CSV while keeping the rows reviewable before they hit the ledger.

  • Use Xero-ready Date, Amount, Payee, Description, and Reference columns.
  • Keep card-statement cleanup and Xero import as separate review steps.
  • Useful for historical imports, missed feed history, and statement-based card cleanup.

Related workflows

Frequently asked questions

How do I convert a credit card statement PDF to a Xero-ready CSV?

Upload the PDF credit card statement to Wesley, review the extracted rows, then export the Xero CSV format with signed amounts, payees, descriptions, and references.

Can I use the same PDF for spreadsheet review instead?

Yes. Wesley lets you switch from Xero-ready output to a Generic CSV from the same upload if you want a spreadsheet-first review step.