Chase Bank Statement ConverterPDF to Excel & CSV
Convert Chase checking, savings, Sapphire, Freedom, and Ink Business statements to Excel or CSV in seconds. Ready for QuickBooks, Xero, and accounting software.
TL;DR
Chase PDF statements can be converted to Excel or CSV in 10 seconds using Zera Books. Unlike Chase's native export (which only works for checking accounts), our AI converts all account types—personal checking, business accounts, and credit cards like Sapphire, Freedom, and Ink—with 99.6% accuracy. One-week trial available at $79/month.
Try for one weekAll Chase Accounts Supported
From personal checking to business credit cards—we handle every Chase statement format.
Personal Banking
- Chase Total Checking
- Premier Plus Checking
- Sapphire Checking
- Chase Savings
- College Checking
Credit Cards
- Sapphire Preferred & Reserve
- Freedom Flex & Unlimited
- Ink Business Cards
- United & Marriott Cards
- Slate Edge
Business Accounts
- Business Complete Checking
- Performance Business
- Platinum Business
- Merchant Services
- Investment Accounts
How to Download Chase Statements
Chase provides PDF statements through online banking and the mobile app.
Desktop Instructions
- 1Log in to Chase.com and open the account you need
- 2Navigate to "Statements & Documents"
- 3Select your date range and download the PDF
- 4Upload the PDF to Zera Books for instant conversion
Mobile App Instructions
- 1Open the Chase app and tap the relevant account
- 2Choose "Statements" from the menu
- 3Select the month and download the PDF
- 4Use the share icon to upload to Zera Books
Pro tip: Chase stores up to 7 years of statements online. Convert historical statements for tax prep, audits, or reconciliation.
Chase Statement Problems—Solved
Why accounting teams struggle with Chase PDFs and how we fix it.
CSV Export Limitations
Chase's native CSV export only works for checking accounts—not credit cards.
We convert all Chase account types including Sapphire, Freedom, and Ink credit cards to CSV/Excel.
Multi-Account Chaos
Clients with multiple Chase accounts need separate conversions and manual consolidation.
Upload multiple Chase statements at once and export as one consolidated file or keep them separate.
Historical Data Access
Manually typing historical transactions for tax audits is time-prohibitive.
Process archived Chase PDFs from closed accounts or old years instantly—up to 7 years of history.
QuickBooks Import Formatting
Native Chase CSVs use non-standard column headers that QuickBooks rejects.
Our exports are pre-formatted for direct QuickBooks and Xero import with standard columns.
Convert in 3 Simple Steps
Transform your Chase PDF into accounting-ready data in under a minute.
Upload Your PDF
Drag and drop your Chase statement or click to browse. We accept all statement types.
AI Extracts Data
Zera AI identifies the Chase format and extracts every transaction with dates, descriptions, and amounts.
Export to Excel/CSV
Review the preview, make any edits, then download ready for QuickBooks or Xero.
Calculate Your Chase ROI
See how much time and money you save by automating Chase conversions.
Your Current Workflow
Your Savings with Zera Books
How High-Volume Teams Handle Multi-Bank Statements
"As a business that operates at scale—millions of books, multiple locations, complex revenue streams—we need our financial operations to be just as efficient as our logistics. Zera Books solved a major bottleneck. Our accountant used to dread month-end because of all the manual statement processing. Now she actually gets excited about how fast we can close the books. The time savings are real, and the accuracy is even better than when we were doing it by hand. Honestly, I don't know how we'd manage without it at this point."
Manroop Gill
Co-Founder at Zoom Books
Results with Zera Books:
- Reduced month-end close from 3 days to 4 hours
- Processing 40+ bank statements monthly with zero manual entry
- Eliminated reconciliation errors that used to delay partner payments
- Our accounting team can focus on analysis instead of data entry
Why Chase Users Choose Zera Books
Features designed for accounting professionals who work with Chase statements regularly.
Fast Processing
Convert any Chase statement in 10 seconds. Batch upload multiple statements and process them all at once.
High Accuracy
Our AI is trained on thousands of Chase statement layouts including both legacy and current designs.
All Accounts
Personal checking, business accounts, and all credit card types—every Chase statement works.
Common Use Cases
How professionals use Zera Books with Chase statements.
Monthly Bookkeeping
Import Chase transactions into QuickBooks or Xero for regular client bookkeeping.
Credit Card Reconciliation
Convert Sapphire or Ink Business statements to match against receipts.
Tax Preparation
Extract annual transaction history for tax documentation and deductions.
Expense Categorization
Export to Excel for custom categorization and expense analysis.
Multi-Account Consolidation
Combine statements from multiple Chase accounts into unified reports.
Audit Support
Convert historical statements for audit documentation and compliance.
Frequently Asked Questions
Everything you need to know about Chase statement conversion.
Which Chase accounts are supported?
We support all Chase account types including Chase Total Checking, Premier Plus Checking, Sapphire Banking, Business Complete, Performance, and Platinum Business Checking. Credit cards like Sapphire, Freedom, Ink Business, United, and Marriott co-branded cards are all supported.
How accurate is the Chase statement conversion?
Our Zera AI achieves 99.6% accuracy on Chase statements. The AI has been trained on thousands of Chase statement layouts including both legacy and current designs. You can review and edit transactions before exporting.
Can I convert Chase credit card statements to CSV?
Yes. Unlike Chase's native export which only works for checking accounts, Zera Books converts all Chase credit card PDFs (Sapphire, Freedom, Ink, etc.) to CSV or Excel in seconds.
Does it work with Chase Business Complete Checking?
Yes. We handle all Chase business accounts including Business Complete, Performance, and Platinum tiers. Upload any business checking statement and we'll extract every transaction with proper formatting for QuickBooks or Xero.
Can I convert multiple Chase statements at once?
Yes. Upload multiple Chase PDFs from different accounts or months and process them in parallel. Export as separate files or merge into a single consolidated spreadsheet for unified reconciliation.
How long does Chase keep statement history?
Chase stores up to 7 years of statements online. Download any archived PDF and convert it with Zera Books—perfect for tax audits, historical analysis, or retroactive bookkeeping.
How much does Chase conversion cost?
Zera Books costs $79/month for unlimited conversions including all Chase account types. Start with a one-week trial to test with your actual statements.
Other Bank Converters
We support statements from all major banks worldwide
More Resources
Explore our platform features and guides
Ready to Convert Your Chase Statements?
Join thousands of accountants and bookkeepers who save hours every week with Zera Books. Start your one-week trial today.
Try for one week