Chase Statements + Recruitment Agencies Workflow
As recruitment agency owner, you regularly handle Chase bank statements. Recruitment agencies process candidate placements, client invoices, temporary worker payments, and margin calculations — requiring meticulous bank reconciliation.
BankScan AI: Chase to Excel for Recruitment Agencies
BankScan AI converts Chase statements to Excel automatically — handling MM/DD/YYYY and sectioned layout with separate areas for Deposits and Additions, Electronic Withdrawals, Checks Paid, and Daily Ending Balance. Convert your agency bank statements to Excel to reconcile placement fees, match temporary worker payments, and track client account balances.
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.
Chase Statement Quirks
Chase uses MM/DD/YYYY with sectioned layout with separate areas for Deposits and Additions, Electronic Withdrawals, Checks Paid, and Daily Ending Balance. Common issues: Transactions are grouped by type rather than chronologically which complicates date-ordered reconciliation, Zelle transfer descriptions truncate recipient names, and Chase Sapphire reward redemptions appear as statement credits that can be confused with refunds. BankScan AI handles all of these automatically.
How Recruitment Agencies Handle Chase Statements
When working with Chase statements, recruitment agencies need to Recruitment agencies invoice clients for permanent placement fees or weekly/monthly temporary worker charges, pay temporary workers via payroll or umbrella companies, and reconcile margins on each pla
Key terms you'll encounter: placement fee, temp margin, rebate period, umbrella company, AWR compliance.
How It Works
Upload Chase statement
Drag and drop your Chase PDF. Supports PDF. Our AI handles MM/DD/YYYY automatically.
AI parses the statement
Our AI understands Chase's sectioned layout with separate areas for Deposits and Additions, Electronic Withdrawals, Checks Paid, and Daily Ending Balance and extracts every transaction with 99%+ accuracy.
Use in your recruitment agencies workflow
Download Excel ready for Xero, Sage or direct analysis.
Chase + Recruitment Agencies Features
- Transactions are grouped — by type (deposits, electronic withdrawals, checks) rather than chronologically
- Daily Ending Balance — section provides a day-by-day balance summary
- Built for Recruitment Agencies — Saves 3-4 hours per week on placement fee reconciliation and temporary worker payment matching for an agency processing 50+ placements per month
- Software compatible — Output works directly with Xero, Sage, Bullhorn
Convert Chase Statements — Built for Recruitment Agencies
Handles MM/DD/YYYY dates, sectioned layout with separate areas for Deposits and Additions, Electronic Withdrawals, Checks Paid, and Daily Ending Balance, and PDF formats automatically.
Convert Chase Statements Free