CleanStmt

About CleanStmt

Deep Dive with Clara AI

CleanStmt is an AI-powered document conversion tool built for accountants, bookkeepers, and finance teams who spend hours manually re-entering data from bank statement PDFs. ━━━━━━━━ THE PROBLEM ━━━━━━━━ Banks give you PDFs; accounting software needs structured data. So you either retype every transaction (30+ minutes per statement, and rows break), or run a generic PDF converter that outputs merged cells, split transactions, and misaligned amounts that break every formula. ━━━━━━━━ HOW CLEANSTMT SOLVES IT ━━━━━━━━ CleanStmt uses Claude AI OCR to understand the structure of financial documents. It reads transaction tables digit-by-digit and exports clean structured data with no merged cells. What you get: - Every transaction is one row, with Date, Description, and Amount in separate columns - Export to Excel, CSV, QBO, QIF, OFX, or IIF in one click - Dates keep the format they had on the statement — nothing is silently reformatted - In Excel, amounts become real numbers you can sum - No merged cells — pivot tables and VLOOKUP work immediately - Handles bank and credit card statements, invoices, and receipts Bank coverage: 38+ major banks including Chase, Bank of America, Wells Fargo, and Citi. ━━━━━━━━ WHO USES CLEANSTMT ━━━━━━━━ - Accountants and bookkeepers reconciling client accounts and importing into QuickBooks or Xero - Small business owners analyzing cash flow or preparing tax records - Finance teams processing expense reports and vendor invoices at scale - Tax professionals organizing annual financial records for clients ━━━━━━━━ PRICING ━━━━━━━━ Free tier with usage limits. No credit card required to start. ━━━━━━━━ TECHNICAL DETAILS ━━━━━━━━ - Drag-and-drop upload, results in under 30 seconds - Batch processing for multiple statements - In-memory processing, auto-delete after 1 hour - Native PDFs and scanned images (OCR) - Export formats: XLSX, CSV, QBO, QIF, OFX, IIF

Screenshots & Videos

CleanStmt — extracted transactions, no merged cells

Pricing

Free Trial Not Available
Starts at $19.0.
View Detailed Pricing

Platforms Supported

Browser Based (Cloud)

Organization Types Supported

Small Business
Individuals

API Support

Not available

Modes of Support

Business Hours, Online

CleanStmt Features

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Productivity Bots Features

AI Powered Insights

Unlock smarter, AI-powered insights to streamline prioritization and maximize productivity.

Custom Bot Builder

Users can effortlessly build low-code or no-code bots, simplifying automation and streamlining workflows

Natural Language Commands

Users can effortlessly input tasks by typing or speaking in natural, conversational language.

Project Management Integration

Seamlessly integrates with leading project management tools

Workflow Orchestration

Enables seamless task integration using intuitive if-this-then-that logic for smooth and efficient automation.

Knowledge Access

Extract data seamlessly from your CRM, project management tools, or knowledge bases.

Reminders (Alerts)

Effortlessly schedule automated reminders for deadlines, meetings, and tasks, ensuring you stay organized and on track.

Calendar Sync

Automatically syncs the scheduled meetings to third-party cloud calendars.

Task Automation

Automatically execute mundane and repetitive tasks so that employees can focus on productive works.

White Labeling

To rebrand using customized name, logo and digital impressions

Task Tracking

Helps in tracking the task assigned to different team members or teams

Task Assigning

Helps in assigning the tasks to a team member individually or the team collectively

Reporting (Analytics)

Provides insightful reports and important business metrics to track and measure the outcomes and progress.

Chat (Messaging)

Allows users to collaborate better by exchanging views and collect information through chatting or texting

Sentiment Analysis

Allows discovering the stand of customers/audience towards a brand/product/service through analysis of opinion made in comments.

Multi-language Support

Available in multiple languages to support global customers

Access Control

Defines application access to various users. Includes role-based system that controls options to be displayed to different users based on their role

Document Management Features

Optical Character Recognition - OCR

Helps in converting scanned paper documents into editable files

File Type Conversion

Helps in converting one file type into another without compromising the data quality and visibility

Document Indexing

Allows tagging documents with separate search-friendly terms to make them easily accessible.

Document Assembly

Helps in creating a document on an automated basis

Offline Access

Allows users to access files and documents in offline mode

File Recovery

Helps in recovering lost, inaccessible, damaged or deleted files from a hard drive or disk

e-Signature

Electronic Signatures help users to sign their digital documents remotely

Document Retention

Helps in deleting automatically confidential files at a certain point of time, transfer file to new folders or to specified people to avoid misuse of vital information

Document Archiving

Helps in storing documents which have become obsolete but is important as historical data

Compliance Tracking

Helps in tracking and monitoring and auditing all the regulatory compliance requirements

Collaboration Tools

Interactive tools meant to make the application highly collaborative and encourage teamwork

Version Control

It gives the team the ability to recall specific versions of a document, code, content, file, or folder that records changes over time.

PDF Editor Features

OCR (Text Recognition)

PDF Creation & Conversion

Text & Image Editing

PDF Editing & Modification

Security & Permissions

E-signature Support

Merge & Split PDFs

Annotation & Comments

CleanStmt Pricing

Free Trial

Not available

No Credit Card Required, Get Started for Free

Pricing Options

Freemium ( Limited Features )

Premium Plans ( Subscription )

MONTHLY YEARLY

Starter $179.00 $19.00 per month

For personal and low-frequency users.

- 500 pages per month

- All basic export formats

- Single file upload

- Standard processing speed

- Email support

Start Free Trial

Professional $359.00 $39.00 per month

For freelancers, small businesses, and power users.

- 1,200 pages per month

- All export formats

- Batch processing

- Faster processing speed

- Priority email support

- No watermarks

Start Free Trial

Business $699.00 $79.00 per month

For accountants, bookkeepers, and small teams.

- 3,000 pages per month

- All export formats

- Batch processing

- Fastest processing speed

- Priority support

- Ideal for teams and clients

Start Free Trial

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CleanStmt FAQs

What is a bank statement converter?

A bank statement converter is a tool that transforms bank statement PDFs, scans, or screenshots into structured data formats like Excel, CSV, or QuickBooks files. CleanStmt uses AI OCR to extract transactions with dates, descriptions, amounts, and balances into clean columns — no manual retyping or merged cells.

Can I convert scanned or photographed bank statements?

Yes. CleanStmt uses AI OCR, so scanned PDFs and phone photos convert just as accurately as native digital statements. The bank statement converter reads transaction data digit-by-digit from any image quality.

Do I need to install software?

No. The bank statement converter runs entirely in your browser — no download, no install, no plugin required. It works on Windows, Mac, Linux, and mobile devices.

What formats can I export to?

CleanStmt exports the same extraction to Excel (.xlsx), CSV, QIF (Quicken), OFX, QBO and IIF (QuickBooks Desktop), QFX, Tally, Xero, Sage, Word, and plain copy — you can download several formats without re-uploading your statement. Copy, Excel, and CSV work without an account; the accounting formats unlock with a free sign-in.

How is CleanStmt different from a generic PDF converter?

Generic PDF converters dump a whole page of text into one block, which produces merged cells, split transactions, and misaligned amounts that break every formula. CleanStmt is built only for financial documents: it reads transaction tables digit-by-digit and writes every transaction to its own row, with Date, Description, and Amount in separate columns. The output is ready for pivot tables, VLOOKUP, and reconciliation — or direct import into QuickBooks, Xero, and other accounting software.

Can I convert multiple statements at once?

Yes. Batch conversion is available on the Professional and Business plans. Upload several text-based PDF statements and CleanStmt processes them together with per-file progress. Scanned or photographed statements are converted one file at a time.

What is CleanStmt used for?

CleanStmt is Productivity Bots Software. CleanStmt offers the following functionalities:

AI Powered Insights

Learn more about CleanStmt features.

What are the top alternatives for CleanStmt?

Here`s a list of the best alternatives for CleanStmt:

Does CleanStmt provide API?

No, CleanStmt does not provide API.

CleanStmt Contact

Vendor Details

Founded : 2026

Contact Details

Not available

https://www.cleanstmt.com

Social Media Handles

Not available

CleanStmt Integrations

Quickbooks Accounting Software

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CleanStmt

About CleanStmt

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CleanStmt Features

Productivity Bots Features

Document Management Features

PDF Editor Features

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CleanStmt

About CleanStmt

Screenshots & Videos

CleanStmt Features

Productivity Bots Features

Document Management Features

PDF Editor Features

CleanStmt Alternatives

CleanStmt Reviews

Do You Use CleanStmt?

Be The First One To Review!

CleanStmt Screenshots

CleanStmt FAQs

CleanStmt Contact

CleanStmt Integrations

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Disclaimer

We understand SaaS better

SaaSworthy helps stakeholders choose the right SaaS platform based on detailed product information, unbiased reviews, SW score and recommendations from the active community.

Buyers

Makers