PDF Signature and OCR: Scan and Recognize Text from PDF

Add an electronic signature to your PDFs or use OCR to convert scanned documents into editable text.

Add an electronic signature to your PDFs or use OCR to convert scanned documents into editable text. This guide walks US business owners and bookkeepers through the practical steps, combining real-world workflows with IRS documentation requirements.

How does it work?

ClearVault offers tools to process PDF bank statements, invoices and other financial documents efficiently. Everything runs in your browser: no uploads to external servers, and files are automatically deleted after 24 hours.

Step by step

  • Upload a PDF document
  • Pick the desired output format
  • Verify the preview
  • Download or share the result

IRS compliance & record keeping

IRS record retention: 7 years. Official standard: QFX (Quicken), OFX and CSV.

Need to do this for many statements? Upload your PDF on the <a href="/en-us/">homepage</a> and get CSV, QBO or OFX in seconds.

Frequently Asked Questions

Как да конвертирам извлечение PDF PDF в CSV/MT940?

Качете PDF, изберете CSV/MT940 и изтеглете.

Кой софтуер поддържа CSV/MT940?

Работи с Microinvest, QuickBooks.

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