Convert Citibank Statements to Excel in Seconds
Upload any Citi statement—CitiBusiness, AAdvantage, Costco Anywhere, CitiGold, or Double Cash—and download clean CSV or Excel files ready for QuickBooks, Xero, or any accounting software.
TL;DR — Citibank Statement Conversion
Citibank statements—whether from CitiBusiness checking, AAdvantage credit cards, Costco Anywhere Visa, or CitiGold accounts—all have unique layouts that make manual data entry tedious and error-prone.
Zera Books uses AI trained specifically on Citi statement formats to extract transactions with 99.6% accuracy. Upload your PDF, review the extracted data, and export to Excel or CSV in under 30 seconds.
Key benefits: Works with all Citi account types • Handles business and personal accounts • Exports formatted for QuickBooks and Xero • $79/month unlimited conversions
Every Citibank Account Type Supported
From business checking to premium credit cards, Zera AI handles all Citi statement formats
CitiBusiness Checking
Business checking and operating accounts
AAdvantage Credit Cards
American Airlines rewards cards
Costco Anywhere Visa
Costco co-branded credit cards
CitiGold Accounts
Premium banking and wealth management
Double Cash Cards
Cash back credit card statements
Treasury Services
Corporate banking and treasury
How to Convert Citibank Statements
From PDF download to Excel export in four simple steps
Download Your Citi Statement
Log in to Citi Online, navigate to Statements, and download the PDF for your account.
Upload to Zera Books
Drag and drop your Citi PDF into our secure converter. Zera AI automatically detects the account type and layout.
Review and Edit
Preview extracted transactions in our editor. Make any corrections, add categories, or split transactions as needed.
Export to Excel or CSV
Download your clean, formatted file ready for QuickBooks, Xero, or any accounting software.
Calculate Your Citi Processing Savings
See how much time and money you can save by automating statement conversion
Your Current Workflow
Your Savings with Zera Books
Why Finance Professionals Choose Zera Books
Purpose-built for complex financial workflows with features that matter
Global Bank Support
Zera AI handles Citi statements from US, international, and multi-currency accounts.
Business & Personal
Works with CitiBusiness, consumer accounts, and all credit card statement formats.
QuickBooks & Xero Ready
Exports are pre-formatted for direct import into your accounting software of choice.
Enterprise Security
Bank-grade encryption with zero-retention processing. Data never stored.
94% Time Savings
What takes 15+ minutes manually is done in 10 seconds with Zera Books.
Client Management
Organize conversions by client for firms managing multiple Citi accounts.
“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.”
How to Download Citibank Statement PDFs
Quick guide for Citi Online and Citi Mobile app
Desktop (Citi Online)
- 1Sign in to Citi Online and select your account
- 2Click “Statements” and choose your statement period
- 3Download the PDF to your computer
Mobile (Citi Mobile App)
- 1Open the Citi Mobile app and tap your account
- 2Navigate to “Statements” in the menu
- 3Tap the statement date and share/save the PDF
Your Citibank Data is Protected
Bank-grade security with zero-retention processing
256-bit Encryption
Same encryption used by major banks
Zero Data Retention
Files deleted immediately after processing
SOC 2 Compliant
Enterprise-grade security standards
Frequently Asked Questions
Everything you need to know about Citibank statement conversion
Which Citibank accounts are supported?
How accurate is the Citi statement conversion?
Can I convert older Citibank statements?
What export formats are available?
Does this work with password-protected PDFs?
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