Your bank statement PDF is never uploaded
PivotBank converts bank statement PDFs into Excel, CSV, and JSON. The file is opened and read in your browser tab and is never uploaded. Only the transaction lines can ever leave, and your name, address and account number are stripped out before they do.
The problem
Bank statements contain your most sensitive data
Most bank statement converters ask you to upload your PDF to their servers. That means your full transaction history, salaries, rent, medical payments, subscriptions, is sitting on someone else's infrastructure, often with vague privacy policies and no clear data deletion timeline.
Our solution
The file stays on your device
The PDF is read from your disk into browser memory, opened there, and turned into your chosen format there. The file itself is never uploaded. The transaction lines are sent to be read whatever happens, and where our own rules can prove their reading against the statement’s own balances that is the reading you get; the transaction lines are sent on their own, with your name, address, account number, IBAN and sort code stripped out first. The only data we store is the extracted transactions of statements you explicitly choose to save, which you can delete anytime.
Global coverage
1,000+ banks supported
None, ever
PDF files uploaded
PDF never uploaded
Parsed in your browser
Privacy first
GDPR by design
Professionals who handle sensitive financial data
Accountants & bookkeepers
Convert client statements into Xero, QuickBooks, and Sage-ready formats without ever exposing sensitive financial data to a third party.
Law firms
Handle privileged financial documents with confidence. The file itself is never uploaded, client names, addresses and account numbers are never sent, and only statements you explicitly choose to save are stored.
Mortgage brokers
Extract transaction data from applicant bank statements quickly and accurately. Process multiple statements in bulk without worrying about data retention.
Small businesses
Reconcile your own bank statements into clean spreadsheets for tax returns, expense tracking, or financial reporting. No accounting degree needed.
Three steps, no file upload
Drop your PDF
Drag and drop your bank statement PDF or click to browse. The file is read directly into your browser's memory.
Review transactions
PivotBank extracts dates, descriptions, amounts, and balances. Review the parsed data in a clean table before exporting.
Export your format
Download as Excel (.xlsx), CSV, or JSON. Files are generated in your browser and saved directly to your device.
The questions people actually ask
How do I know the PDF is not uploaded?
Check it yourself, which is the only answer worth giving. Open your browser's network tab and convert a statement: no request carries the PDF. One request does go out, and you can read it there too. It holds the transaction lines and nothing else: your name, address, account number, IBAN and sort code are stripped out of it before it leaves. A privacy policy is a promise; a network tab is not.
What do you store, then?
Only the extracted transactions of a statement you explicitly unlock and save to an account: dates, descriptions, amounts, and the bank and period detected from the file. Never the PDF. You can delete any saved statement, and deleting your account takes the rest with it. Free conversions store nothing at all.
How does PivotBank make money if conversions are free?
The preview is free because most people convert one statement and leave, and that costs us almost nothing: most of the work happens on your device rather than on our servers. Beyond that it is $2.99 to unlock a single statement outright, or $14 a month for 1,000 pages, after which instant conversions are unlimited. There is no advertising, and your data is not the product, which the architecture makes true rather than merely stated.
Is my data used to train anything?
No, and the architecture is what makes that answerable rather than a promise. We never receive the PDF, so there is nothing to train on. The extracted transactions of statements you save are yours, are used to show you your own statement, and go when you delete them.
What happens to my statements if PivotBank shuts down?
Whatever you have already exported is a file on your computer and is unaffected: an Excel or CSV file does not stop working. Statements saved to an account can be re-downloaded at any time, which is worth doing if you rely on them, and the honest advice with any small tool is to keep the export rather than the account.
Who is behind it?
A small independent team, not a venture-funded company with a growth target that eventually needs your data to be worth something. That is the reason the architecture is the way it is, and the reason it is unlikely to change.