Last updated: October 22, 2025
Citi doesn't offer native Excel export for credit card statements. Our AI-powered tool extracts transaction data from Citi PDF statements with 99% accuracy in 2-5 seconds. Export to CSV, Excel, QuickBooks, or JSON. Works with Cash Rewards, Travel Rewards, Premium Rewards, and all personal/business accounts.
Drag & drop your Citi PDF statement. Works with all Citi cards: Cash Rewards, Travel Rewards, Premium Rewards.
AI extracts dates, merchants, amounts, categories in 5 seconds with 99% accuracy.
Download as Excel, CSV, QuickBooks, or JSON. Ready for import immediately.
After extracting your Citi statement, sync transactions directly to QuickBooks Online with one click. Our privacy-first integration automatically deletes your data within 48 hours.
Most private QuickBooks import tool - data never stored
AI learns from corrections, follows IRS Schedule C
Proper 6+ year retention in YOUR QuickBooks
Citi statements are PDFs with unstructured text, making copy-paste lose formatting and introduce errors.
Cash Rewards, Travel Rewards, and Premium Rewards have different layouts. Manual extraction requires adjusting for each format.
Citi Business Advantage statements include additional fields like employee card details and expense categories.
Citi's website only shows 90 days of transactions. Older statements require PDF extraction for tax records.
Copying 50+ transactions by hand leads to 10-15% error rates from typos and misreads.
Manual entry takes 15-30 minutes per statement. Multiply that by multiple cards and months.
✨ Our Solution
Our AI automatically adapts to any Citi statement format—personal, business, or co-branded. Extract 100% of transactions in 2-5 seconds with 99% accuracy, regardless of card type.
Our tool captures every detail from your Citi statement:
Transaction dates
Both posting date & transaction date
Merchant names & locations
Full business name and city
Transaction amounts
Debits, credits, and currency
Running balance
After each transaction
Auto-categorization
AI assigns categories automatically
Reference numbers
Transaction IDs for tracking
Fees & interest charges
Annual fees, late fees, APR charges
Rewards earned
Points, cashback per transaction
Not seeing your Citi card? It's supported! Our AI works with all Citi statement formats.
Perfect for financial analysis, pivot tables, and custom reports. Formulas and formatting preserved.
Universal format compatible with accounting software, CRM tools, tax prep software, and databases.
Direct import into QuickBooks Online or Desktop. Pre-categorized for instant reconciliation.
For developers and custom integrations. Clean, structured data ready for APIs and databases.
| Factor | Our Tool | Manual Entry |
|---|---|---|
| Time per Statement | 5 seconds | 2-4 hours |
| Accuracy Rate | 99%+ | 85-90% |
| Cost per Statement | $0.50 | $25-50 (labor) |
| Error Rate | <1% | 10-15% |
| Export Formats | Excel, CSV, QBO, JSON | Excel only |
| Batch Processing | ✅ Multiple at once | ❌ One at a time |
| QuickBooks Sync | ✅ Direct import | ❌ Manual mapping |
💰 ROI Calculation
If you process 10 Citi statements per month: Save 33 hours and $400-500 in labor costs monthly. That's a 95% reduction in time and cost.
Join hundreds of accountants and business owners who save 10+ hours per week with automated Citi statement extraction. Try 3 free extractions - no credit card required.