CleanStmt Reviews โ€” Discover what people think of this product.

CleanS

CleanStmt

Convert bank statements to clean Excel in seconds

AI & AssistantsSaasSubscription
CleanStmt is an AI-powered tool for accountants, bookkeepers, and small business owners. It converts bank statement PDFs, invoices, and receipts into clean Excel, CSV, QBO, QIF, OFX, and IIF files. Its OCR extracts transaction data digit by digit and keeps every transaction in a single row, without merged cells. The free tier requires no credit card and supports fast browser-based conversion.
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What does CleanStmt help with?

Convert financial PDFs into usable data

CleanStmt helps accountants, bookkeepers, finance teams, and small business owners stop manually re-entering transaction data from financial documents.

Upload a bank statement PDF, scanned statement, invoice, or receipt, and CleanStmt uses AI OCR to extract structured financial data. Transactions are organized into clean rows and columns instead of messy merged cells or broken spreadsheets.

Key benefits

  • Convert bank statements to Excel, CSV, QBO, QIF, OFX, or IIF
  • Extract dates, descriptions, amounts, and balances digit by digit
  • Keep each transaction in a single row
  • Avoid merged cells and misaligned columns
  • Import results into QuickBooks and other accounting workflows
  • Process native PDFs and scanned documents
  • Use batch processing for multiple statements
  • Get results in under 30 seconds

CleanStmt supports documents from more than 38 major banks, including Chase, Bank of America, Wells Fargo, Citi, Capital One, US Bank, PNC, TD Bank, Truist, HSBC, and Barclays.

A free tier is available, and no credit card is required to get started.

Website: https://www.cleanstmt.com

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