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, Word, QBO, IIF, QIF, QFX, OFX, Tally, Xero, or Sage 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)
