Our bank statement converter uses AI OCR to turn PDFs, credit card statements, or screenshots into structured Excel data with no merged cells. Reduce manual data entry, review and edit the extracted rows, then export.
| Date | Description | Amount | Balance |
|---|---|---|---|
| 01/15/24 | Amazon.com | -$89.99 | $12,450 |
| 01/16/24 | Wire Transfer | +$5,000 | $17,450 |
Encrypted Transfers
HTTPS/TLS connections
No Source File Storage
PDFs and images are not saved
7-Day Result History
With eligible paid access
Delete Results Early
From your dashboard history
Cloud conversion history is available with an active subscription or a credit-pack purchase, not with free registration alone. AI-provider retention and access depend on the provider's terms and service configuration; CleanStmt's history policy does not describe provider retention. Privacy & retention details
Understand the workflow
A bank statement converter is a tool that turns a bank statement PDF, scan, or screenshot into structured financial data such as Excel, CSV, QIF, or QBO. Instead of copying transactions by hand or trying to repair a PDF with merged cells, CleanStmt uses AI OCR to identify dates, descriptions, debits, credits, and balances, then places each transaction in its own row. You can upload a native PDF, a scanned document, or a phone screenshot, review the extracted table, and download the format that fits your bookkeeping workflow. This is useful when you need to reconcile an account, prepare records for a tax return, organize business expenses, or import historical data into accounting software. The result is a cleaner starting point for sorting, filtering, analysis, and reconciliation, without retyping every line from a statement.
Before using the exported data, compare the extracted amounts and balances with your original statement. Clear source documents and a final review help you catch missing rows or uncertain characters before importing transactions.
Pick the export format your accounting workflow needs
A simple three-step workflow
See the bank statement converter in action: upload your document, preview the file, then review, edit, and export your transactions in the format your workflow needs.
Step 01
Add a bank statement PDF, scan, or phone screenshot. Browse for a file, drag and drop it, or paste a screenshot straight from your clipboard.
Choose a file or paste a screenshot to get started.
View full-size screenshot (opens in a new tab)Step 02
Check your document preview, file details, and estimated page credits before you convert. Start the conversion to extract your transactions into a structured table.
Check the document and page count before starting extraction.
View full-size screenshot (opens in a new tab)Step 03
Review the extracted transactions. Edit a row or double-click a cell to correct a value, then download the same extraction in the format your workflow needs.
One extraction. Multiple export options.
Accounting exports require compatible bank-statement tables.
Review your table, make corrections, and choose an export format.
View full-size screenshot (opens in a new tab)Built for batch work
Batch-convert up to 10 text-based PDFs in one workflow. Review your bank statement results, then download individual files, a ZIP, or one Excel workbook with a separate sheet for each successful PDF.
Upload multiple text-based bank statements together instead of converting them one by one.
Download a ZIP of individual Excel files for all successful statements, or download any result on its own.
Keep each successful PDF on its own worksheet, named after the PDF and arranged in upload order.
From uploaded statements to ready-to-download results
Example: 10 completed statements. Credit usage depends on the total number of PDF pages.
Open full-size screenshot (opens in a new tab)Included with any paid plan or credit pack.
Text-based PDFs only. Up to 100 pages per batch and 20 MB per file, subject to your remaining page credits. For scans and screenshots, use single-file conversion.
Bank statement converter for bookkeeping
CleanStmt is a bank statement converter for accountants, bookkeepers, and small businesses. Extract structured financial data with Single-file OCR, review and edit transaction rows, or batch-convert text-based PDFs with paid access. Export data rather than recreate the original PDF layout.
Upload a native or scanned PDF, JPG, or PNG, or paste a screenshot in Single mode. Extract dates, descriptions, amounts, and balances as structured rows. OCR results depend on document clarity and layout; check them against the source.
Check extracted transaction rows and edit them before export. Available consistency checks can flag issues in the extracted data, but do not certify source accuracy or replace your review of the original statement.
With a paid plan or credit pack and enough remaining page credits, process up to 10 text-based PDFs together: 100 pages per batch, 20 MB per file. Free daily pages do not unlock Batch. Use Single for scans and images.
Download each successful batch result as Excel, a ZIP of individual Excel files, or one workbook with one worksheet per successful PDF in upload order. Sheet names come from PDF filenames, adjusted for Excel limits and duplicates; not one combined transaction table.
Export a single result as Excel, CSV, Word, or supported accounting formats such as QBO, QIF, and OFX. Excel has no merged cells. Full-report CSV includes account information and summaries: prepare transaction columns before importing. Accounting exports require compatible transaction tables.
Source PDFs and images are not stored. Anonymous results are not saved to cloud history. Saved results are accessible for 7 days with an active subscription or credit-pack purchase, not free registration alone; delete them sooner from Credit Usage.
Billing, usage, and abuse-prevention records have separate retention rules. AI-provider retention and access depend on the provider's terms and service configuration; CleanStmt's history policy does not describe provider retention.
Who Uses CleanStmt
Our bank statement converter helps freelancers, business owners, and accounting teams turn statements into data they can review and use.
Use our bank statement converter to process client documents fast. Extract transactions from PDFs, credit card statements, and invoices, then export QuickBooks-ready CSV with no merged cells.
Convert financial documents and digitize receipts with AI OCR. Track vendor payments and keep books current — import clean data into your accounting software without manual entry.
Track project expenses and organize business receipts into Excel for taxes, without paying for heavy expense software.
Conversion Workflows
From reconciliation to QuickBooks imports — see how teams use our converter to get clean, structured data from any financial PDF.
Convert PDF Statements to Excel for Bank Reconciliation
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Convert Bank Statements to QuickBooks-Ready CSV
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Convert Scanned Invoices to QuickBooks CSV
Turn scanned invoice images into structured CSV output with clean rows for accounting and bookkeeping tools.
Scanning Invoices into QuickBooks Without Manual Entry
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Scan Receipts to Excel — Turn Any Receipt into a Spreadsheet
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Convert Invoice PDFs to Excel — Extract Line Items Automatically
Extract line items, totals, and vendor details from invoice PDFs into a clean Excel spreadsheet. Works with scanned and digital invoices.
Convert Credit Card Statements to Excel
Convert credit card statement PDFs to clean Excel spreadsheets. Extract every transaction with date, merchant, and amount — ready for expense tracking or accounting.
Convert Bank Statement PDF to OFX — Import into Quicken & Accounting Software
Convert bank statement PDFs to OFX format in seconds. Import clean transaction data into Quicken, Microsoft Money, or any OFX-compatible accounting software.
Convert Bank Statement PDF to IIF — Import into QuickBooks Desktop
Convert bank statement PDFs to IIF format for QuickBooks Desktop import. Generate clean TRNS/SPL entries from any PDF, scan, or screenshot — no manual entry.
Convert PDF Bank Statement to Excel — Free Online Converter
Free online PDF bank statement to Excel converter. Extract every transaction into clean spreadsheet rows — AI OCR for scanned statements, no merged cells, QuickBooks ready.
Convert Bank Statement to Google Sheets
Convert bank statement PDFs into Google Sheets-ready data. Clean rows with stable date, description, and amount columns you can import or paste with no cleanup.
Angus Cheng Bank Statement Converter Alternative
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Bank Statement to Tally Prime Converter
Convert bank statements to Tally Prime format. Extract transactions into clean CSV for seamless import — works with HDFC, ICICI, SBI, Axis, and all banks.
CSV Bank Statement — Clean Format for Accounting Tools
Get bank statements in clean CSV format with proper date, description, debit, and credit columns. Download CSV template and convert your PDFs.
Convert Multiple Bank Statements to Excel — Batch Processing
Convert multiple bank statements to Excel: download one workbook with a separate sheet for each successful PDF, a ZIP of individual files, or any single result.
Bank Statement Excel Converter — Clean Spreadsheet Output
Convert bank statements to Excel spreadsheets with clean transaction rows. Every date, description, and amount in sortable columns — no merged cells.
Bank Statement CSV Format — Standard Structure Explained
Learn the standard bank statement CSV format with proper date, description, debit, and credit columns. Download sample templates and convert your statements.
Bank Statement to CSV Converter — Free Online Tool
Free online bank statement to CSV converter. Extract transactions from PDF statements into clean CSV with date, description, and amount columns.
Bank Statement to PDF Converter — Current Export Options
PDF export is not available in this tool. Extract transactions from a statement PDF or image, review the data, and download Excel, CSV, Word or compatible accounting formats instead.
Convert Bank Statement to Excel — Free Instant Conversion
Convert bank statement PDFs to Excel spreadsheets instantly. Free tool extracts transactions into clean rows with date, description, and amount columns.
Answers before you upload
A bank statement converter turns a PDF, scan, or screenshot into structured financial data such as Excel, CSV, QIF, or QBO. CleanStmt uses AI OCR to extract transaction dates, descriptions, debits, credits, and balances into separate rows.
CleanStmt has a free starting tier. Anonymous users can convert up to 2 pages per day, and signed-in free users can convert up to 6 pages per day. Paid access is available for higher-volume workflows.
A single result supports Excel (.xlsx), CSV, Word, and supported accounting formats such as QIF, OFX, and QBO. Full-report CSV includes account-header and summary rows: remove those rows and prepare transaction columns, dates, and amounts before an accounting import. Accounting formats require compatible transaction tables. Paid Batch offers individual Excel files, a ZIP, or one workbook with one worksheet per successful PDF in upload order, not one combined transaction table.
Yes. In Single mode, CleanStmt accepts native or scanned PDFs, screenshots, and JPG or PNG photos. OCR results depend on document clarity and layout; review unclear or missing values against the original. Batch accepts text-based PDFs only, not scans or images.
CleanStmt has dedicated pages for many popular banks, and the converter can work with other statement layouts because it reads the document itself rather than relying only on a fixed bank template. Review the extracted table before exporting.
CleanStmt does not store uploaded source PDFs or images. Anonymous conversion results are not saved to cloud history. Usage and abuse-prevention records are separate. Cloud conversion history is available with an active subscription or a credit-pack purchase, not with free registration alone. Saved extraction results and basic file metadata are accessible for 7 days. After expiry, they are unavailable and deleted by automated cleanup. You can delete them sooner from Credit Usage in your dashboard. Original PDFs and images are not saved. Conversion sends document text or images to an AI provider. AI-provider retention and access depend on the provider's terms and service configuration; CleanStmt's history policy does not describe provider retention. See the Privacy Policy for details.
A bank statement converter focuses on transaction rows and financial columns, rather than just copying a PDF's text or layout. CleanStmt uses AI OCR to extract dates, descriptions, debits, credits, and balances, including from scans.
After using the bank statement converter, compare transaction counts, dates, amounts, and balances with the original statement. You can edit transaction rows before exporting. Available consistency checks can flag issues in extracted data but do not certify source accuracy. Batch edits apply to the current session and its downloads; leaving or refreshing clears those edits, and original summary totals are not recalculated. Confirm that export columns match the destination before importing.
Supported Banks
CleanStmt gives each bank its own conversion page so you can extract transaction data with no merged cells and QuickBooks-ready formatting.
Browse bank-specific convertersReduce repetitive data entry with a bank statement converter built for CPAs and bookkeepers. Review and edit extracted rows before export. Start with 2 free pages per day without signup, or sign in for 6 free pages per day. Batch conversion requires paid access and enough page credits.