CleanStmt
Convert Bank Statements to Excel in Seconds
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
Features
• AI-powered OCR extracts transactions digit-by-digit with 99%+ accuracy
• No merged cells in output - ready for pivot tables and VLOOKUP immediately
• Supports 38+ major banks including Chase, Bank of America, Wells Fargo, Citi
• Export to 6+ formats: Excel, CSV, QBO, QIF, OFX, IIF
• Batch processing - convert multiple statements at once
• Drag-and-drop upload with results in under 30 seconds
• Free tier available with no credit card required
Use Cases
• Accountants reconciling client bank accounts and importing into QuickBooks/Xero
• Small business owners analyzing cash flow and preparing tax records
• Bookkeepers converting historical statements for accounting system migrations
• Finance teams processing expense reports and vendor invoices at scale
• Tax professionals organizing annual financial records for multiple clients
• CFOs tracking cross-account cash positions without manual data entry
Comments
I built CleanStmt to solve a problem I kept seeing: accountants and small business owners spending hours manually re-entering bank statement data into Excel. The core issue: banks give you PDFs, but accounting software needs structured data. Generic PDF converters produce messy spreadsheets with merged cells that break formulas. CleanStmt uses Claude AI to extract transactions digit-by-digit. Output is clean — every transaction in a single row, ready for pivot tables and QuickBooks import immediately. Key differentiators: • No merged cells (biggest complaint about other converters) • Supports 38+ major banks • Exports to Excel, CSV, QBO, QIF, OFX, IIF Free tier available. Would love your feedback!
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Comments
I built CleanStmt to solve a problem I kept seeing: accountants and small business owners spending hours manually re-entering bank statement data into Excel. The core issue: banks give you PDFs, but accounting software needs structured data. Generic PDF converters produce messy spreadsheets with merged cells that break formulas. CleanStmt uses Claude AI to extract transactions digit-by-digit. Output is clean — every transaction in a single row, ready for pivot tables and QuickBooks import immediately. Key differentiators: • No merged cells (biggest complaint about other converters) • Supports 38+ major banks • Exports to Excel, CSV, QBO, QIF, OFX, IIF Free tier available. Would love your feedback!
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