ClearlyLedger batch converts dozens of PDF bank statements in a single upload — the only limit is your plan's monthly page allowance (for example, 500 pages on Starter). Each file is parsed, balance-verified and de-duplicated against the others. Download every statement as separate CSV or Excel files in one ZIP, or as a single merged export with a per-file integrity report. Batch is included on every paid plan for accountants handling year-end close and bookkeeping clients. For the general workflow, start with the bank statement converter and then choose the export format that matches your bookkeeping system.
Last updated 2026-08-07
ClearlyLedger batch converts dozens of PDF bank statements in a single upload — the only limit is your plan's monthly page allowance (for example, 500 pages on Starter). Each file is parsed, balance-verified and de-duplicated against the others. Download every statement as separate CSV or Excel files in one ZIP, or as a single merged export with a per-file integrity report. Batch is included on every paid plan for accountants handling year-end close and bookkeeping clients.
This route is scoped to Excel output. Its steps, field contract and review notes below come from the declared use case rather than a bank-name substitution.
Batch Bank Statement Conversion: The .xlsx workbook stores dates as spreadsheet dates and monetary values as numbers rather than copied text.
Batch Bank Statement Conversion: Date, Description, Debit, Credit and Balance remain separate columns for filtering, formulas and review.
Batch Bank Statement Conversion: The workbook is intended for spreadsheet review; the original PDF remains the source document.
Compare the statement period, opening balance, closing balance, first transaction and final transaction with the Excel output. Review any low-confidence row and every PDF page boundary before importing the file into an accounting system.
The PDF remains the source record for Batch Bank Statement Conversion. The exported file is a working copy for sorting, reconciliation and import, so an accountant should retain the source beside the reviewed output.
The uploaded statement is processed for conversion and is not used to train AI models. The source PDF is deleted after processing under ClearlyLedger's retention policy. A reviewer should download and inspect the Excel result before relying on it for bookkeeping, tax, lending or reconciliation work.
Batch is limited by your plan's monthly page allowance rather than a fixed file count — for example 500 pages on Starter, 1,500 on Professional and 5,000 on Business. In practice that is dozens of statements per upload across every paid plan.
Yes. Duplicates are detected by date + amount + description hash across files and removed from the merged output, with a count reported in the integrity sheet.
That file is flagged in the integrity report and excluded from the merged output by default. You can override per-file.
Yes. Each file is parsed with its own bank profile; the merged output uses the standardized common schema.
No. PDFs are processed in memory and deleted the moment the batch completes.
No. Batch is a paid-plan feature available on Starter, Professional, and Business. The Free plan supports single-file conversion.
Most batches finish in 2–5 minutes depending on page count and OCR load.
Yes. The output bundle includes both per-file XLSX and a merged XLSX.
Use these canonical pages to compare formats, verify data handling, and move from PDF extraction into accounting review.
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