About
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.
Unlike generic PDF converters that produce messy spreadsheets with merged cells and broken columns, CleanStmt uses advanced OCR powered by Claude AI to understand the structure of financial documents. It accurately extracts transaction dates, descriptions, amounts, and running balances — digit by digit — without guessing uncertain values.
Key benefits:
- Converts bank statements, credit card statements, invoices, and receipts to clean Excel, CSV, QBO, QIF, OFX, and IIF formats
- No merged cells, no broken formulas — output is immediately ready for pivot tables, VLOOKUP, and reconciliation
- Supports 38+ major banks including Chase, Bank of America, Wells Fargo, Citi, and Capital One
- Drag-and-drop upload with results in under 30 seconds
- Batch processing for multiple statements at once
- Direct export to QuickBooks-compatible formats (QBO, IIF) eliminates manual data entry
Who uses CleanStmt:
- Accountants and bookkeepers reconciling client bank accounts
- Small business owners importing transactions into QuickBooks or Xero
- Finance teams processing expense reports and vendor invoices
- Tax professionals organizing annual financial records