ClearlyLedger batch converts up to 20 PDF bank statements in a single upload. Each file is parsed, balance-verified and de-duplicated against the others before being merged into a single Excel or CSV. Per-file integrity status is reported alongside the merged output. Available on Pro and Business plans 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 2026-06-06
Up to 20 PDFs per upload on Pro and Business plans. Larger volumes are handled by repeating the upload.
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.
Batch is a Pro and Business feature. The Free and Starter plans support 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.
Batch Bank Statement Conversion explains how ClearlyLedger converts bank statement PDFs into spreadsheet-ready data while preserving transaction dates, descriptions, debit amounts, credit amounts and balances. The page is written for accountants, bookkeepers, finance teams and business owners who need reliable Excel or CSV output instead of manual copy-paste.
The converter checks extracted rows against statement balances wherever the PDF provides enough information. That means opening balance plus credits minus debits should reconcile to the closing balance before you use the exported file in bookkeeping, tax preparation, lending review or account reconciliation.
ClearlyLedger exports clean Excel and CSV files for spreadsheet review and accounting workflows. Source PDFs are processed securely, are not used to train AI models, and are deleted after processing according to the site's data-retention policy. The same conversion workflow supports recurring close, tax, lending and reconciliation review.
The extraction flow separates statement chrome from transaction rows, normalizes date and amount formats, preserves long descriptions, and flags rows that need human review. The goal is not only to create a spreadsheet, but to create an audit-friendly file that can be filtered, sampled, and reconciled before it enters QuickBooks, Xero, Excel, or a lender review pack.
Accountants use ClearlyLedger when clients send historical PDFs instead of bank feeds. Bookkeepers use it for monthly close and catch-up work. Finance teams use it for reconciliation, cash-flow analysis, loan applications, tax preparation, and multi-bank review where manual copy-paste would be slow and error-prone.
Before importing the file into accounting software, review the statement period, opening and closing balances, any low-confidence rows, and the first and last transaction on each page boundary. These checks catch the mistakes most common in PDF extraction: repeated headers, skipped wrapped descriptions, subtotal rows, sign reversals, and dates that were inferred from a statement period rather than printed on every row.
For client work, keep the original PDF beside the exported spreadsheet during review. The PDF remains the source document, while the Excel or CSV file becomes the working ledger used for filtering, coding, reconciliation, and upload into downstream bookkeeping systems.
Use these canonical pages to compare formats, verify data handling, and move from PDF extraction into accounting review.
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