CleanStmt

Exported bank statement PDFs arrive in accounting workflows carrying the worst spreadsheet artifacts: merged cells that break every import, rows that collapse multiple transactions, and columns that concatenate date, vendor, and amount into a single field. CleanStmt takes those PDFs, scans, or screenshots and runs AI extraction against them, returning a clean Excel or QuickBooks-ready CSV where each transaction occupies exactly one row with discrete columns for date, vendor, debit, credit, and balance. The workflow requires no account creation — drop a file or paste a screenshot and download the result.

The screenshot paste feature is the capability that separates this tool from generic PDF converters. You can copy a table visible anywhere on screen — a browser-rendered statement, a mobile banking screenshot, a scanned image — paste it directly into the interface, and receive structured output. The vendor describes this as a flagship differentiator, and for business travelers or anyone dealing with image-only statements, it removes the step of saving and uploading a file entirely.

CleanStmt fits well inside accounting practices and small finance teams where the bottleneck is manual cleanup of client-submitted documents. It handles the formats CPAs encounter most — Chase, BofA, Wells Fargo, and the vendor states 200+ named bank formats plus broader international coverage. Where it stops working: there is no API, no self-hosted deployment, and no automation layer, so any team building a pipeline that needs to ingest statements programmatically or at volume above what a person can feed through a browser will exhaust what this tool can offer. At that point, teams move toward document-processing APIs or accounting automation platforms with native bank feed integrations.

Security details from the vendor page: 256-bit SSL in transit, in-memory processing with no disk writes, automatic data destruction within one hour, and no human review — AI-only processing. For practices handling client financials, the vendor positions these controls as the baseline for passing a basic data-handling audit question.