Turn Chase PDF bank statements into CSV, Excel, QBO or Xero files, checked against your opening and closing balance. Free preview, no sign-up.
Utilly reads every transaction, then checks that opening balance + transactions = closing balance. You'll see Balanced ✓ or exactly how far off it is, before you pay anything.
Every conversion includes CSV (opens in Excel and Sheets), a QuickBooks .QBO Web Connect file and a Xero-ready CSV. One credit covers all formats.
Chase's own activity download only covers recent transactions, so catch-up bookkeeping for older months usually starts from the PDF statements. Chase checking statements list deposits and withdrawals in separate sections; Utilly reads both and signs them correctly.
Works with Chase checking, savings and credit card statements. Layout tested: Separate Deposits and Additions / Withdrawals sections.
Preview any statement free. A $9 pack unlocks 5 full statements in every format, with no expiry and no subscription. Bookkeepers with many clients can go unlimited for $19/month. See pricing.
You can preview every statement free: we show the balance check and the first 5 transactions with no sign-up. Unlocking the full file costs one credit ($9 for 5 statements).
No. The PDF is read in memory and never written to disk, and extracted results are deleted after 1 hour. We never use your data for AI training.
Not yet. PDFs downloaded from online banking are text-based and work well. Scans and phone photos need OCR, which is on the roadmap.
You'll see exactly how far off it is before paying. If a paid conversion is wrong and we can't fix it, email support@version1.io for a refund.