CleanStmt — Bank Statement Converter

CleanStmt is an AI bank statement converter for accountants, bookkeepers, finance teams, and small businesses. Reduce
manual entry and turn financial documents into structured data you can review and edit.

Reviewable Financial Data

Use Single mode for PDFs, scanned statements, JPGs, and PNGs, including invoices and receipts. Extract transactions
into rows without merged cells, review available consistency checks, and edit rows before export. OCR results depend
on clarity and layout; checks do not verify source accuracy.

Excel amounts are numeric, and report dates keep their source format. Single-mode exports include Excel, CSV, Word,
QBO, IIF, QIF, QFX, OFX, Tally, Xero, or Sage. Accounting exports depend on compatible data and your software's import
requirements; Excel / CSV are full statement reports, not universal import templates.

Batch PDFs to Excel

With paid access, upload up to 10 text-based PDFs, up to 100 pages total, with per-file progress. Scans and photos use
Single mode.
Choose your download:

• An individual Excel file for each successful PDF.
• A ZIP containing all successful Excel files.
• One Excel workbook with a worksheet per successful PDF, in upload order. Sheet names derive from PDF names and are
  adjusted for Excel limits.
  The combined workbook keeps statements separate; it is not a unified transaction table.

Data Handling

Uploaded source PDFs and images are not stored. Anonymous results are not saved to cloud history. Eligible saved
results expire after 7 days and can be deleted sooner. AI-provider retention follows provider terms and service
configuration.

Getting Started

Free tier: 2 pages per day anonymously or 6 with a free account. Batch conversion requires a subscription or
credit-pack purchase and sufficient page credits.