AI-ASSISTED BANK STATEMENT CLEANUP
Turn months of bank statements into accounting-ready transactions.
Upload PDFs, scans, photos, or spreadsheets. CleanRows uses AI to extract and organize transactions, recognize merchants, suggest categories, and flag anything that needs review—so you can finish cleanup and write-up work in hours, not days.
Built for bookkeepers, accountants and tax professionals.
AI handles the repetitive preparation. You keep the accounting judgment.
CleanRows applies AI where it saves the most time—reading inconsistent statements, structuring transactions, recognizing recurring merchants, and surfacing exceptions. Every result stays reviewable before it moves into your accounting workflow.
Intelligent extraction
Reads transactions from PDFs, scans, photos, CSVs, and spreadsheets—even when layouts vary.
Merchant and category suggestions
Recognizes recurring activity and suggests consistent descriptions and categories based on prior decisions.
Exception detection
Flags uncertain fields, missing activity, and balance discrepancies so reviewers know where to focus.
AI prepares the work. Accounting professionals review and approve it.
A year of statements shouldn’t take a week.
Your client sends twelve PDFs, a few phone photos and a spreadsheet that doesn’t quite match. Before you can categorize anything, you have to enter transactions, decipher bank descriptions and make sure nothing was missed.
CleanRows turns that pile into one organized, reviewable file—without asking you to trust an import that doesn’t tie out.
- AI reads difficult scans, faxes and handwritten statements, while questionable rows are flagged for review.
- Each statement is checked against its own beginning balance, transaction activity and ending balance.
- Merchant and category decisions are remembered so the same work does not have to be repeated.
Bookkeepers, accountants, tax preparers and cleanup specialists
Finish the file. Move on to higher-value work.
Instead of rebuilding the books one transaction at a time, focus your attention on the decisions that actually require an accounting professional.
- No rekeying an entire year of bank activity
- No guessing whether the extraction missed something
- No repeatedly categorizing the same merchant
- One reviewed file ready for QuickBooks, Excel, tax preparation or client review
Three steps to a finished file
- 01
Upload the statements
Upload PDFs, scans, CSVs or Excel files. Add one statement or an entire year at once.
- 02
Review what needs attention
CleanRows uses AI to identify merchants, suggest categories and flag questionable transactions. Make bulk changes, split transactions and collect answers from the client.
- 03
Export and move on
Export the reviewed transactions for QuickBooks or Excel, or provide a categorized transaction report for tax preparation and client review.
Built from real cleanup and write-up work.
CleanRows was created inside a working bookkeeping and tax practice to solve a problem we encountered constantly: clients arriving with months of bank statements but no usable accounting records.
It follows the same process accounting professionals already use—extract the activity, clean the descriptions, categorize the transactions, verify the statements and review the exceptions—only in one organized workspace.
You remain the accounting professional. CleanRows handles the repetitive preparation work and keeps the decisions that require judgment in front of you.
The work between upload and export—handled in one place.
Merchant and category memory
Clean up a merchant or assign a category once, and AI will reuse that decision for future activity. Rules may be scoped to one client or shared appropriately across the practice.
Bulk edits and transaction splits
Edit multiple rows like a spreadsheet. Split loan payments, mixed purchases and other transactions that need more than one category.
Client questions
Send the client a secure link containing only the transactions that need an answer. Let the client suggest a merchant, category, note or supporting information, while the accountant retains final approval.
Statement verification
Compare extracted activity against the beginning and ending balances printed on each statement so missing or duplicated activity can be identified.
File readiness
See missing periods, unapproved transactions and items requiring human review before considering the file complete.
Flexible outputs
Export reviewed data to the supported accounting or spreadsheet formats, or generate a categorized transaction summary for tax preparation and client review.
CleanRows works before the general ledger.
CleanRows does not replace QuickBooks or attempt to become a complete accounting system. It handles the time-consuming preparation work that comes first—turning disorganized bank records into clean, reviewed, accounting-ready transaction data.
Frequently asked questions
Does CleanRows use AI?
Yes. CleanRows uses AI to extract and structure statement activity, recognize merchants, suggest categories, and identify items that need attention. Users retain final review and approval.
Stop rebuilding books one transaction at a time.
Upload the statements, review what needs your attention and move forward with clean, accounting-ready data.