cleanstmt - 2026 Pricing, Features, Reviews & Alternatives

CleanStmt is an AI-powered financial document converter designed for accountants, bookkeepers, and finance teams who need structured data from bank statement PDFs.

THE PROBLEM:

Generic PDF-to-Excel converters produce messy spreadsheets with merged cells, misaligned columns, and broken formulas. Accountants waste 15-30 minutes per statement cleaning up data before they can even begin reconciliation.

THE SOLUTION:

CleanStmt uses Claude AI vision technology to understand the structure of financial documents. It recognizes transaction tables, section headers, and summary blocks — extracting dates, descriptions, amounts, and running balances with digit-by-digit accuracy.

CORE FEATURES:

- AI-powered OCR specifically trained for financial document layouts

- Supports bank statements, credit card statements, invoices, and receipts

- Export to Excel (.xlsx), CSV, QBO, QIF, OFX, IIF, and DOCX formats

- No merged cells — output is immediately ready for pivot tables and VLOOKUP

- Drag-and-drop upload with extraction in under 30 seconds

- Batch processing for multiple documents at once

- Supports 15+ major banks including Chase, Bank of America, Wells Fargo, Citi, Capital One, U.S. Bank, and American Express

- Direct QuickBooks-compatible export (QBO, IIF) eliminates manual data entry

SECURITY:

- Documents are processed in real-time and not stored on servers

- No banking credentials required — works with downloaded PDF files only

INTEGRATIONS:

- QuickBooks Desktop and Online (via QBO/IIF export)

- Xero (via CSV import)

- Tally Prime (via CSV/XML export)

- Google Sheets (via CSV)

- Any accounting software that accepts Excel or CSV imports

USE CASES:

- Monthly bank reconciliation for multiple client accounts

- Importing 12+ months of historical transactions into new accounting software

- Converting credit card statements for expense categorization

- Processing vendor invoices and receipts for AP workflows

- Tax preparation with organized financial records

CleanStmt eliminates the most tedious step in financial data management — turning unstructured PDFs into clean, analysis-ready data that works with your existing tools.