Drop a Citi statement PDF and get a clean, editable Excel (.xlsx) export with mathematically verified balances — no manual entry, no template setup, no data leaving for third-party models.
In Citi Online, open the account, choose “Statements” and download the statement PDF for your period.
Drop the PDF into BankSheet and wait a few seconds.
Review the extracted rows — balances are verified against the statement's own math, and flagged errors are fixable in one click.
Export to Excel (.xlsx) and import into your books.
Every export carries a reconciliation proof
✓ Opening balance + Σ transactions = closing balance — checked row by row before you export. If the math doesn't hold, you'll see exactly which cell is wrong.
Why BankSheet over manual entry or generic converters
Balances verified row by row — errors are flagged at the exact cell, with a one-click fix for the most common parsing mistakes.
Zero setup — no template configuration; drop the PDF and go.
Privacy by design — files auto-delete within 24 hours, never sent to third-party AI models.
Free during beta — paid plans from $12/mo, well below the $29+ entry price of generic tools.
Frequently asked
Is my citi statement data safe?
Files are processed on our servers, never sent to third-party AI models, and automatically deleted within 24 hours. We store nothing that identifies you beyond your email, if you create an account.
How accurate is the Excel (.xlsx) output?
Every export carries a reconciliation proof: opening balance + transactions = closing balance, verified row by row. If anything doesn't add up, the exact cell is flagged for review before you export.
Does it work with scanned statements?
The beta focuses on digital PDF statements downloaded from online banking — which is what most banks provide. Scanned-paper support is on the roadmap.
What does it cost?
Free during the beta — 3 statements per month. Paid plans from $12/month when you need more volume. No credit card required to try.