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ClearlyLedger

ClearlyLedger

Convert bank statement PDFs to Excel and CSV

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About ClearlyLedger

ClearlyLedger helps accountants, bookkeepers, and finance teams convert bank statement PDFs into clean Excel and CSV files. It focuses on accurate transaction extraction, balance checks, OCR fallback for scanned statements, and secure short-retention file handling for sensitive financial documents.

What ClearlyLedger does

Bank Statement Converter allows users to upload PDF bank statements and receive organized spreadsheets containing dates, descriptions, debits, credits, and balances. It ensures accuracy with balance verification before export, making it suitable for financial record keeping. Users upload their PDF bank statements, which are processed securely to generate clean spreadsheets in Excel or CSV formats. The tool verifies the balance mathematics and allows for batch processing of multiple statements, making it efficient for larger needs. Users can download the converted files once processing is complete. This product is aimed at individuals and businesses that require accurate financial record management from their bank statements. It caters to users who prefer a privacy-focused solution, ensuring that their data is not used for AI training and is deleted after processing.

Based on clearlyledger.com, read on Sep 16, 2026.

Key features

  • Upload PDF bank statement
  • Balance verification before export
  • Supports multiple formats
  • Batch processing for high-volume work
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Details

Launched

May 20, 2026

Category

SaaS & B2B

Pricing

Freemium

Tags

  • Privacy-first processing
  • What people use ClearlyLedger for

    1. 01Convert bank statements to Excel
    2. 02Export to QuickBooks
    3. 03Export to Xero
    4. 04Verify balance math
    5. 05Handle scanned PDFs

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