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How to Convert Itaú Credit Card Statements
Upload Your Itaú Credit Card Statement
Drag and drop your credit card statement PDF (e.g., Mastercard Black) into the upload zone.
Automatic Processing & Categorization
Our dual-engine system (AI + deterministic rules) extracts your credit card transactions, then applies bank-specific validation to categorize purchases, payments, fees, and interest charges accurately.
Download as CSV, Excel, QBO or Xero
Get production-ready CSV, Excel, QBO, or Xero files with categorized transactions, compatible with Conta Azul, Omie, TOTVS. No manual cleanup needed.
Itaú Credit Cards & Statement Challenges
Credit card formats we've seen and verified for accuracy.
Synthetic example of a Itaú credit card statement
Mastercard Black
Credit-cardCommon pain points with this format:
Currency Only Shown in Column Header
Itaú statements display the currency symbol only in the column header, not with each amount. We track the currency context throughout the statement to ensure all amounts are properly labeled with the correct currency.
Currency Only Shown in Column Header
Itaú statements display the currency symbol only in the column header, not with each amount. We track the currency context throughout the statement to ensure all amounts are properly labeled with the correct currency.
Multiple Accounts Mixed in One Table
Itaú Unibanco statements combine multiple accounts (e.g., primary cardholder and supplementary cardholders, or multiple sub-accounts) in a single transaction table. We automatically detect and split transactions by account, ensuring each transaction is correctly associated with its account.
Transactions Split Across Multiple Tables
Itau statements split transactions into separate tables by type (deposits, withdrawals, checks, online transfers, etc.), each with different column layouts. Manually merging these into a single timeline is tedious and error-prone. We combine all tables into one chronological list while preserving transaction type information.
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