ClearStaq
ClearStaq
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Plans from $99/month. True revenue, positions, and 27 fraud signals included.

Bank statement parsing

Any bank statement, structured in seconds

900+ bank formats with 99.5% field accuracy. Every transaction, balance and account, ready for underwriting, with the source PDF one click away.

Statement · Overview

Est. monthly revenue

$104,302

Avg daily balance

$37,809

Transactions

566

NSF count

0

900+

bank formats, digital and scanned.

99.5%

field-level accuracy.

<5s

per statement on a normal day.

How it works

From PDF to underwriting data

Chase_Jan.pdfChase_Feb.pdfTD_Mar.pdfTD_Apr.pdf
1

Upload or forward

Drop files in the app, forward them to your ClearStaq email address, or send them from Salesforce or the API.

BankWells Fargo
PeriodJun 16 – Jul 15
Account…1426
Pages21 of 21
2

Bank, period, account

ClearStaq recognizes the bank, statement period and account, checks every page is there, and reads each line.

Customer paymentRevenue
Own-account transferTransfer
BNPL purchaseNon-traditional loan
Weekly ACH debitMCA position
3

Ready to underwrite

Transactions are categorized, balances reconciled and revenue separated from transfers and loan money.

Built for the statements you actually get

Accepted
PDF, scanned or digitalYes
CSV, XLS, XLSXYes
JPG, PNG, TIFFYes

Many formats in

PDF, CSV, Excel and images in the app, up to 50 MB per file. Scans are read too.

Statement not used
ReasonMissing pages
Pages present3 of 6

Clear reasons when it can't

A missing page or a poor scan is named, so you know what to ask the merchant for. Reprocess in one click.

Application · 4 statements
Period123 days
Transactions2,272
Accounts1

Many statements, one view

Months and accounts combine into one application with monthly summaries and a single ledger.

Monthly summaries

Every month at a glance

Starting and ending balance, true revenue, average balance, negative days, deposits and withdrawals for each statement month.

Monthly statement summaries
MonthStartEndTrue revenue
Jun 2026$24,104$32,370$47,768
Jul 2026$32,370$59,424$56,534

Your data, your way

Download it, push it, or call it

  • ✓PDF report, transactions as CSV, raw JSON
  • ✓Original statement with your watermark
  • ✓Push results to Salesforce
  • ✓Same JSON over the API
{ "summary": {
    "true_revenue": 104302.41,
    "average_daily_balance": 37809.34,
    "number_of_nsf": 0,
    "number_of_negative_days": 0 },
  "account_info": { "bank_name": "Wells Fargo" } }

Ways to get statements in

Upload in the appEmail to your addressClient portalSalesforceREST APIZapier

FAQ

Parsing questions

Which banks do you support?

900+ bank formats, including the large national banks, regional banks and credit unions. If one isn't read well, tell us which.

How fast is it?

Under 5 seconds per statement on a normal day, with faster queue priority on higher plans.

How is it billed?

One credit covers one month of statements for one bank account. Unused credits roll over for 12 months.

Can I parse through the API?

Yes. POST a PDF and receive the result by signed webhook, on every plan.

Plans from $99/month

Take back your time and automate loan underwriting

Join the lending teams using ClearStaq to parse statements, catch fraud, and verify income, all in under 5 seconds.

True revenue, positions, and 27 fraud signals included.