Chase Statement Converter for Annual Company Accounts

Convert your Chase bank statement to Excel for annual company accounts. Handles MM/DD/YYYY dates. Accounts must be filed within 9 months of the accounting year-end for private companies; late filing penalties start at 150 GBP and escalate to 1,500 GBP

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Chase Statements for Annual Company Accounts

Preparing Chase bank statements for annual company accounts? Preparing annual accounts for Companies House requires reconciling a full year of bank transactions. Many small companies still rely on PDF statements from their bank.

Convert Chase Statements Instantly

BankScan AI converts your Chase statement PDF to a clean Excel spreadsheet in seconds — handling MM/DD/YYYY and sectioned layout with separate areas for Deposits and Additions, Electronic Withdrawals, Checks Paid, and Daily Ending Balance automatically. Convert your full year of bank statements to Excel for fast reconciliation, trial balance preparation, and Companies House filing.

About Chase Statement Format

Chase statements use a clean monthly format with separate sections for deposits, withdrawals, and checks. BankScan AI's US parser handles Chase's unique layout including direct deposits and ACH transfers.

Getting Your Chase Statement for Annual Company Accounts

In Chase Online, go to your account, click 'Statements & documents', select the month, and download as PDF. For transaction exports, click the download icon on your account activity page and choose CSV, OFX, or QFX format. Download Full financial year (12 months), aligned to the company's accounting reference date of statements.

How It Works

1

Upload your Chase statement

Drop your JPMorgan Chase Bank statement PDF. Supports PDF. Need Full financial year (12 months), aligned to the company's accounting reference date? Upload them all.

2

AI extracts every transaction

Our AI handles Chase's MM/DD/YYYY and sectioned layout with separate areas for Deposits and Additions, Electronic Withdrawals, Checks Paid, and Daily Ending Balance — extracting Opening and closing bank balances, total income received, ca.

3

Use for annual company accounts

Download formatted Excel ready for annual company accounts. Full year reconciled to the nominal ledger, with month-end balances matching bank reconciliation statements, ready for trial balance extraction

Chase + Annual Company Accounts Features

Convert Chase for Annual Company Accounts — Fast

Accounts must be filed within 9 months of the accounting year-end for private companies; late filing penalties start at 150 GBP and escalate to 1,500 GBP

Convert Chase Statement Free

Frequently Asked Questions

Can I use a Chase statement for annual company accounts?
Yes. BankScan AI converts Chase PDFs to structured spreadsheets ideal for annual company accounts. Convert your full year of bank statements to Excel for fast reconciliation, trial balance preparation, and Companies House filing.
How many months of Chase statements do I need?
For annual company accounts, typically Full financial year (12 months), aligned to the company's accounting reference date are required. Companies House (for annual filing), HMRC (for Corporation Tax return CT600), and the company's directors and shareholders will specify the exact period.
How does BankScan AI handle Chase's format?
Chase uses MM/DD/YYYY with sectioned layout with separate areas for Deposits and Additions, Electronic Withdrawals, Checks Paid, and Daily Ending Balance. BankScan AI is trained on this exact format.
Is my data secure?
Your bank statements are processed in memory and deleted immediately. We never store your financial data.

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