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A credit card statement is the monthly overview of all payments, refunds, fees, and the outstanding balance of your credit card (Visa/Mastercard).

You can upload the PDF file with this overview via Fast input.

During processing

At the top, select the type of credit card statement. Statements from banks such as ING, KBC, BNP, Belfius, and Crelan are automatically recognized using OCR.

You can review or edit details such as:

• Credit card number
  • Saved card numbers are listed under My company → Bank → Credit cards.
  • New numbers are suggested and marked as (new).
• Currency
• Transactions
  • Transactions (description, date, amount) are recognized with OCR.
  • Use the ➕ icon to add transactions or the 🗑 icon to delete them.

After processing

Once the statement is imported, you’ll find the information in your account:

• The linked credit card(s) under My company → Bank → Credit cards.
• All statement transactions listed as separate bank transactions under Finance → Bank.
• The statement PDF itself under Documents with the tag Credit card statement. Here you can update details, adjust tags, or upload a new version.

💡 This feature lets you easily link invoices paid by credit card to the corresponding transactions, making financial follow-up much clearer.