ClearlyLedger reads scanned, image-only bank statement PDFs with OCR and converts them to clean Excel or CSV. Statements are classified as text or scanned automatically, and balance verification confirms math accuracy before release. Recommended scan quality is 300 DPI or higher with skew under 7 degrees. 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 reads scanned, image-only bank statement PDFs with OCR and converts them to clean Excel or CSV. Statements are classified as text or scanned automatically, and balance verification confirms math accuracy before release. Recommended scan quality is 300 DPI or higher with skew under 7 degrees.
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.
Scanned Bank Statement OCR to Excel: The .xlsx workbook stores dates as spreadsheet dates and monetary values as numbers rather than copied text.
Scanned Bank Statement OCR to Excel: Date, Description, Debit, Credit and Balance remain separate columns for filtering, formulas and review.
Scanned Bank Statement OCR to Excel: 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 Scanned Bank Statement OCR to Excel. 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.
300 DPI or higher with skew under 7 degrees gives best results. Below that, ClearlyLedger surfaces a quality warning before charging a page credit.
Scanned PDFs are processed by ClearlyLedger's secure conversion service. OCR text is then parsed and checked before an export is released.
English, Hindi, Spanish, French, German, Portuguese, Japanese and Chinese are tested. Mixed-language descriptions are handled within a single statement.
Handwritten entries are unreliable for financial accuracy and are flagged for manual review rather than auto-parsed.
Processing time depends on scan quality, page count and statement layout. Most ordinary statements complete in under a minute; low-quality scans can require review.
No. Scanned PDFs and OCR text are processed in memory and deleted the moment your conversion completes.
Low-confidence rows are highlighted in the validation dialog before export so you can edit or re-scan.
Yes. ClearlyLedger handles multi-page scanned statements up to 20 MB per file with no page count limit on Pro and Business plans.
Use these canonical pages to compare formats, verify data handling, and move from PDF extraction into accounting review.
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