PDF Statement Import

PDF extrato bancário import

Some institutions only provide PDF statements. Extracting transactions manually is tedious and easy to miss rows. ClearMint Essentials é um PDF extrato bancário import integrado a um painel financeiro pessoal com foco em privacidade.

Qual problema resolve

Some institutions only provide PDF statements. Extracting transactions manually is tedious and easy to miss rows.

Para quem é

Users whose banks issue PDF-only statements or who archive paperless statements as PDF files.

Por que é diferente

PDF parsing is built into the same workspace as OFX e CSV — one dashboard, one dedup ruleset, no separate tools.

clearmintessentials.app/app
PDF Statement Import in ClearMint Essentials
PDF Statement Import — painel financeiro ClearMint Essentials
Como funciona

Passo a passo

  1. Upload a PDF statement in the Assistente de importação.
  2. ClearMint extracts transaction rows from the statement text.
  3. Review imported rows, adjust categories inline, and reconcile against opening and closing balances.

Exemplos

Import a monthly PDF from a regional credit union or a scanned statement export. Use conciliação to confirm totals match.

Relacionado: importar extratos bancários, painel financeiro pessoal, preços.

Perguntas frequentes

Perguntas frequentes

How accurate is PDF import?
Accuracy depends on statement layout. Always reconcile against statement balances; edit or add missing rows inline.
Does PDF import work on mobile?
ClearMint is a app web responsivo — upload from any browser, though desktop is easier for review.

Experimente o ClearMint Essentials grátis por 30 dias

Importe arquivos OFX ou CSV e acompanhe receitas, contas, despesas, cartões, assinaturas, orçamentos, fluxo de caixa e patrimônio — sem fórmulas para manter.

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