Extract and Verify Credit Card Statement Data with AI

Turn credit card statements into structured JSON while keeping every transaction, merchant, category, and fee traceable to the original document. Extract transaction details, spending categories, merchant names, credit limits, rewards points, fees, interest charges, and payment history with source-backed evidence.
Source VerifiedAudit ReadyTransaction Categorized

How to extract credit card statement data in 3 steps

1. Upload a credit card statement

Upload PDF, scanned images, or digital statements from any credit card issuer.

2. AI extracts structured spending data

Automatically identify merchant names, transaction dates, amounts, spending categories (e.g., dining, travel, shopping), rewards points, fees, interest, and payment details.

3. Review source evidence

Every extracted transaction and category links back to the exact line or section in the original statement before export.

Manual Data Entry vs Source-Verified Credit Card Statement Extraction

Manual Entry & Basic OCR Tools

  • × Prone to errors in amounts, dates, and merchant names
  • × No categorization or spending insights
  • × No traceability to original statement lines
  • × Time-consuming reconciliation for expense reports

Gentables Source-Verified Extraction

  • ✓ Every transaction includes supporting source evidence
  • ✓ Automatic categorization by merchant and spending type
  • ✓ Missing or unclear entries are flagged for review
  • ✓ Verify totals, fees, rewards, and payments before export
  • ✓ Traceable structured output for audits and tax preparation

More than a Credit Card Parser

Extract complete transaction details with categories

Capture transaction dates, merchant names, amounts, spending categories (e.g., dining, travel, retail), rewards points earned, fees, interest charges, and payment history from any credit card statement.

Source-backed evidence for every entry

See exactly where each transaction, category, and fee originated. Every field can be traced back to the original statement page and line for full auditability and fraud verification.

Structured JSON for expense management and financial planning

Export clean categorized transaction data as JSON, tables, or spreadsheets for expense tracking software, budgeting tools, corporate card reconciliation, and personal finance analytics.

Common credit card statement extraction use cases

Personal Expense Management & Budgeting

• Automatically categorize spending by merchant and type

• Track rewards points and optimize card usage

• Identify recurring subscriptions and fees

Corporate Expense Reporting & Reconciliation

• Extract employee credit card transactions

• Match expenses against receipts and policies

• Generate audit-ready expense reports

Financial Planning & Spending Analytics

• Feed categorized spending data into analytics dashboards

• Identify spending trends and saving opportunities

• Verify fee structures and interest charges for compliance

FAQs about credit card statement extraction

Extract and verify credit card statement data now