Output

Rows for cleanup.

CSV output depends on what the PDF exposes. Dates, descriptions, charges, credits, and balances should be reviewed before use.

Best fit

Visible transaction tables.

Works best when the statement has clear card transaction tables. Promotional sections, summaries, fees, and rewards pages may need manual cleanup.

Workflow

Free sample first.

  • Upload the statement PDF.
  • Review sample rows before payment.
  • Unlock the full CSV if the sample is usable.
  • Check signs, duplicate rows, fees, credits, and dates.

Limits

Not accounting advice.

AI Converter extracts rows. It does not categorize expenses, reconcile cards, provide tax advice, or guarantee a perfect statement conversion.

The proof is the preview, the fail-closed stop, and the sample CSV.

AI Converter is built around a simple rule: inspect the sample before trusting the full export. Upload a credit card statement PDF, then compare the sample rows in the preview against the source — dates, descriptions, charges, credits, and any balance the PDF exposes. If the rows, signs, or totals look off, stop there; the preview is the actual extraction you are paying for, not a marketing claim.

If the file cannot be read safely — wrong totals, missing rows, OCR noise, unreadable structure, or a route that does not fit — the conversion fails closed and you are not charged. Paid extraction jobs also include one automatic stronger redo. Review the preview before unlocking the full export.

Keep the original file until you have checked the result. Source files are stored privately for the preview, unlock, and redo window, then removed after failed extraction, completed redo, or the 24-hour source lifecycle. Use the fictional sample CSV to see the output shape before uploading customer or client data.