United States · Bank statement
Files never leave your computer
Rule-based parsing
Excel, CSV and QBO
No per-page limits on desktop
Convert your Chase PDF
The Problem
The Feed Breaks, or Misses Things
You're closing a client on Friday and the Chase feed stops syncing, or it drops a pending charge that posted later at a different amount. The PDF is the actual record. The feed is only an approximation.
Still Typing Transactions by Hand?
A client hands over a year of Chase PDFs and you start re-keying into a spreadsheet. It takes hours, and one missed digit throws off the whole reconciliation. Most tools that fix this make you upload sensitive client data to someone else's servers. You shouldn't have to choose between speed and where your clients' data ends up.
How it works
Chase format
From a Chase PDF to clean Excel, CSV or QBO file
JPMorgan Chase statements are built to be read by people, not parsed by software, which is exactly why copy-paste falls apart. Docubrew is built around the Chase layout so the data lands clean.
Chase-Checking.pdf
This is an example bank statement with no real data.
Chase-Checking.csv
DATE,DESCRIPTION,AMOUNT,BALANCE
04/15,Deposit from Employer ABC Industries,2950.00,4195.67
04/16,Zelle Transfer to Marcus Lee Ref # f9KpL2mN8r3,120.00,4075.67
04/17,Shell Oil 574328 Houston TX,48.76,4026.91
04/18,Kroger #841 Birmingham AL,67.23,3959.68
04/18,Starbucks Store 03245 Birmingham AL,6.15,3953.53
04/19,Online Transfer from Savings Ref # OT19A2K7,500.00,4453.53
04/20,Netflix.com 866-579-7172 CA,15.49,4438.04
04/20,Spotify USA New York NY,10.99,4427.05
01
Two completely different layouts for personal and business accounts
Personal statements use one Transaction Detail table with signed amounts and a running balance. Business statements split into sections with unsigned amounts and no balance column, varying by product.
02
Signed amounts in a single column (personal)
Personal statements use a single Amount column, positive for deposits and negative for withdrawals, with no separate credit and debit columns. Docubrew keeps the signs exactly as the PDF shows them.
03
Multi-line descriptions with embedded reference codes
Business ACH entries run three to four lines of originator names, IDs, and trace numbers. Docubrew rejoins them into one description.
04
Section totals and card-level summaries (business)
Business sections close with totals, and card products add per-card subtotals and an ATM & Debit Card Summary. None are transactions. Docubrew strips them and keeps only real transaction lines.
05
Checking Summary block on every statement
Every statement opens with a Checking Summary of beginning balance, category totals, and ending balance. It is not transaction data, so Docubrew skips it and starts at the transaction tables.
06
Continuation pages with repeated section headers
Multi-page statements reprint the section heading with "(continued)" plus the full column header row. Docubrew strips the repeats so you get one clean transaction list across all pages.
JPMorgan Chase Facts
Date format
MM/DD in transaction rows (leading zeros, no year)
Statement retention
Statements are available online for several years. The exact range for your account is shown in Statements & documents
Native export
Statements & documents offers PDF only. Activity download provides CSV, QFX (Quicken), and QBO (QuickBooks) for recent transactions
Accounts
Personal checking and savings columns
Chase Total Checking
Chase Secure Checking
Chase Checking
Chase Premier Plus Checking
Chase Sapphire Checking
Business accounts
Chase Business Complete Checking
Chase Business Select Checking
Chase Performance Business Checking
Output
What you get: a clean,
structured data in three formats
Docubrew exports an Excel workbook (.xlsx), a CSV, or a QBO file with one row per transaction. Each row carries the fields you actually reconcile against.
Transaction date
Description / payee (reassembled when it wraps)
Amount (as it appears in the statement)
Running / ending balance (when present)
Check number (when present)
Account number & statement period
One clean output, everywhere you need it
Take .xlsx if you want a workbook that opens straight into Excel, formatting intact. Take CSV for Google Sheets, Xero, FreshBooks, and most accounting software that accepts CSV bank transactions. Take QBO for the QuickBooks bank feed. Whichever you pick, it's a clean import, not a live connection, so you stay in control of what goes into the books.
Get your PDF
How to download your Chase statement as a PDF
1
Sign in
Sign in to Chase Online at chase.com (or the Chase Mobile app. Use a desktop browser if you also want the activity export).
2
Open Account
Select the account you need from your accounts overview.
3
Statements
Open the menu and go to Statements & documents.
4
Select Month
Under Statements, pick the month you need. Chase shows the available date range for your account here, typically covering several years.
5
Download & Convert
Download the statement as a PDF, then convert it with Docubrew.
Chase's activity download exports recent activity as CSV, QFX (Quicken), or QBO (QuickBooks), not the formal monthly statement. For older periods the PDF is the only option, so a converter is the reliable way to get that data into a spreadsheet.
Who it's for
Built for the people who live in bank statements
Wherever Chase PDFs pile up, Docubrew turns them into clean, sortable data.
Trust & Security
Your clients' data stays where it belongs, with you
Local Desktop Processing
With the desktop app, everything runs locally on your device. Your clients' bank data never leaves your network.
Secure Cloud Conversion
Choose the cloud and your files are encrypted on upload and automatically deleted within 24 hours. Nothing is kept after that.
Same Input, Same Output
Docubrew uses rule-based parsing, so the same statement always produces the same result. No AI, no guesswork, and nothing sent to a model for training.
FAQ
Answers to your questions
How do I convert a Chase bank statement to Excel, CSV or QBO?
Upload your Capital One PDF statement to Docubrew, let the rule-based parser extract every transaction, and download the result as an Excel workbook, a CSV or a QBO file. On the desktop app the entire process runs on your own computer, so your statement is never uploaded anywhere.
Does Chase let you download statements as Excel, CSV or QBO?
Chase's Statements & documents section provides monthly statements as PDF only, going back several years. The online banking activity page lets you download recent transactions as CSV, QFX (Quicken), or QBO (QuickBooks), but those are activity exports covering recent history, not the formal monthly statements. For the full statement record, including older periods beyond the activity window, PDF is the only option, and a converter is the reliable way to get that data into a spreadsheet.
Does Docubrew handle both Chase personal and business statement formats?
Yes. Chase uses two different layouts: personal accounts use a single "Transaction Detail" table with signed amounts and a running balance, while business accounts group transactions by type (Deposits and Additions, ATM & Debit Card Withdrawals, Electronic Withdrawals, Fees) with unsigned amounts and section totals. Docubrew recognizes both formats and extracts each one cleanly, preserving the original column structure.
How accurate is the conversion?
Docubrew is near-perfect on digital (text-layer) PDF bank statements, the kind you download straight from Citibank's website. Every conversion ends with a preview step, so you can check the rows before you download. Nothing reaches your books unseen.
Can it convert scanned Chase statements?
Docubrew currently processes text-layer (native digital) PDF statements, the kind you download straight from Chase Online. Scanned and image-based PDF support is on the near-term roadmap. If that's blocking your workflow, contact us at support@docubrew.com and we'll let you know when it ships.
Do you convert Chase credit card statements?
Not yet. Docubrew currently handles Citibank deposit-account statements, the checking and savings statements you download from Citibank Online. Credit card statement support isn't available at launch. If you need it, contact us at support@docubrew.com so we can gauge demand.
Is it safe to convert my bank statement here?
Yes. The desktop app parses your file entirely on your own machine, so nothing is uploaded or stored. The cloud option encrypts every upload and deletes files automatically within 24 hours.
Does it work with QuickBooks and Xero?
Yes. For QuickBooks you can export a QBO file and upload it straight to the bank feed. For Xero, Sage, FreeAgent, FreshBooks, and most other accounting software, the CSV imports directly. If you would rather work in a spreadsheet first, take the Excel workbook. Either way it is a clean import, not a live connection, so you stay in control of what goes into the books.
Can I convert several Chase statements at once?
Yes. Batch processing lets you upload dozens of statements in a single run and download each result as its own file. It's built for firms reconciling multiple clients each month, so you're not converting one PDF at a time.
How is this different from other bank statement converters?
Docubrew offers both a desktop app for local processing and an encrypted cloud option. Many converters are cloud-only, and others make you choose desktop or cloud up front. If you need control over where each client's data is processed, that per-job flexibility matters.
More Banks
Convert statements from other banks
Docubrew has pre-built support for the largest US banks, with a fallback parser for most other formats.
