How do I extract credit card charges from statements automatically?

Direct answer

Extract credit card charges by turning each statement charge into a row with date, merchant, description, amount, category, and card/account context. Lido helps structure and review those charge rows.

For “How do I extract credit card charges from statements automatically?”, define the exact fields, rows, review rules, and destination before scaling automation across a larger document batch.

What the workflow should include

The workflow should distinguish purchases, credits, fees, payments, foreign transactions, merchant names, and statement totals before export.

For “How do I extract credit card charges from statements automatically?”, pay special attention to repeated headers, broken table rows, scanned pages, institution-specific formats, and sensitive account values; those edge cases usually determine whether the output is usable downstream.

Before scaling “How do I extract credit card charges from statements automatically?”, test a small set of real files and compare the extracted rows against the originals so the team can tune fields, review rules, and exports before higher-volume automation begins.

How Lido helps

For teams trying to extract credit card charges from statements automatically, Lido combines AI document extraction with spreadsheet-style review, validation, and automation for accounting and finance teams.

That lets teams answer “How do I extract credit card charges from statements automatically?” with a reusable process that can be tested, corrected, and connected to spreadsheets, CSV files, reconciliation workbooks, or finance systems.

Example workflow

1. Collect financial statement PDFs from email, shared folders, uploads, or another intake path.
2. Define the target fields or table columns: charge dates, descriptions, amounts, card identifiers, and totals.
3. Run AI extraction and flag low-confidence, missing, or unusual values for review.
4. Export approved results to Excel, Google Sheets, or a finance review workflow and monitor exceptions over time.