Built for loan officers, underwriters & bookkeepers
Bank statement packages for loan files
Upload 3–6 months of statement PDFs. Get one Excel workbook — a summary per month plus every transaction row — ready for underwriting, DSCR review, or your loan file.
Works with statements from
How it works
Drop in the statements
3–6 months of bank PDFs — checking, savings, cards. One upload, or a full loan package at once.
Every transaction structured
Dates, payees, signed amounts, balances. One sheet per statement plus a summary of totals per month.
Download the package
A single Excel workbook ready for underwriting, DSCR review, or your loan file.
Who it is for
Loan officers & underwriters
Stop retyping 3 months of transactions. Build the bank-statement package for DSCR, mortgage, or small-business files in one pass.
Independent mortgage & DSCR shops
No Encompass automation. You still need clean deposit/withdrawal lists — without spending an afternoon on PDFs.
Bookkeepers with client volume
Several accounts, several months, one workbook. Reconcile faster with signed amounts and per-statement summaries.
Simple pricing
Try it free. Upgrade once when you need unlimited conversions.
Free
$0
- 3 conversions / day included
- Multi-file upload queue
- Excel & CSV export
- All supported banks
- No account required
Pro
$24.99 one-time
- Unlimited conversions
- Multi-file batch processing
- Combine into one Excel workbook
- Excel & CSV export
- Priority processing
- Commercial use
- Lifetime access — no subscription
Secure checkout via Lemon Squeezy
Frequently asked questions
Who is ClearStatement built for?
Loan officers, underwriters, and bookkeepers who assemble bank-statement packages — 3–6 months of PDFs into one clean Excel file. It also works as a simple PDF-to-Excel converter for any US bank statement.
What is a statement package / loan file workbook?
Upload several statement PDFs and download one Excel workbook: a Summary tab (totals per file) plus one sheet per statement. Built for underwriting and DSCR review.
Is my financial data secure?
Files are processed only to extract transactions and are not stored after conversion. We never sell or share your data.
What is the difference between free and Pro?
Free includes 3 conversions per day. Pro is a one-time $24.99 — unlimited conversions and multi-statement workbooks. Not a subscription.
What if a statement fails to convert?
Some PDFs are scanned images. If we cannot extract text, we will tell you right away — and you are not charged.
Convert your first statement free
Free conversions every day. No credit card. See the clean spreadsheet in under a minute.
Convert a statement