Frequently asked questions
Everything you need to know about PivotBank. Can't find your answer? Get in touch.
Yes. PivotBank processes your PDF entirely inside your browser using client-side JavaScript. Your PDF file is never uploaded, it is parsed locally on your device, and free conversions never leave your browser. The only data we store is the extracted transaction data (not the PDF) of statements you explicitly choose to unlock and save to your account, which you can delete anytime.
Bank CSV export solves a narrower problem than it seems. It only works when you are the account holder, logged in, and looking at recent activity. Most people converting statements fail at least one of those conditions: accountants, bookkeepers, lenders, and solicitors work from PDF statements a client sent them, most banks only let you export the last 90 days to 18 months while older history exists only as archived PDF statements, and scanned or paper statements have no digital export at all. On top of that, every bank formats its CSV differently (inconsistent columns, date formats, and sign conventions), so it usually needs manual cleanup before Xero or QuickBooks will accept it. PivotBank turns any PDF statement, from any bank and any year, into a clean, import-ready file.
PivotBank supports over 1,000 banks worldwide, including major UK banks (Barclays, HSBC, Lloyds, NatWest, Santander, Halifax, Nationwide), digital banks (Monzo, Revolut, Starling, Chase UK), and international banks across Europe, North America, Asia, and Australia. If your bank is not supported, submit a request and we will typically add support within a few working days.
PivotBank exports to six formats: Excel (.xlsx) with a formatted summary sheet, CSV for universal compatibility, QBO (Web Connect) for QuickBooks, OFX for Xero, Sage and most accounting software, QIF for Quicken, QuickBooks Desktop and GnuCash, and JSON for developers and API integrations. All formats include dates, descriptions, amounts, and running balances where available.
PivotBank uses intelligent pattern matching and bank-specific parsing rules to extract transaction data with high accuracy. Each supported bank has custom extraction logic tailored to its statement format. After parsing, you can review all extracted transactions in a table before exporting, so you can verify accuracy and make corrections if needed.
Yes. PivotBank is free for up to 10 pages per day (3 as a guest) with Excel and CSV export. When you need more, you can unlock an individual statement with a one-time payment (around $2.99), no subscription and no account required, you can pay as a guest. Unlocking converts that whole statement and adds accounting exports (QBO for QuickBooks, OFX for Xero, QIF for Quicken), JSON export, auto-categorisation, spending insights, recurring-payment detection, and merchant analysis. If you sign in, unlocked statements are saved to your account to re-download anytime. See our pricing page for current rates.
You can process multiple PDFs in a single session by dropping several files at once, PivotBank parses each one sequentially, all within your browser. Free conversions count against your daily page limit, and you can unlock individual statements as needed with a one-time payment per statement.
Yes. PivotBank offers an API for developers and businesses who need to integrate bank statement parsing into their own applications. The API processes PDFs server-side with the same parsing engine used in the browser version. API access is available on our API plan. Visit the API Access page for documentation and pricing.
No account is needed at any point, not even to pay. You can drop a PDF and export to Excel or CSV immediately (3 pages per day as a guest), and you can unlock a whole statement as a guest with a one-time payment. Creating a free account raises your free limit to 10 pages per day and saves your unlocked statements so you can re-download them anytime; statements you bought as a guest are attached to your account automatically when you sign up with the same email.
PivotBank is GDPR-friendly by architecture, not just by policy. Your bank statement PDF is processed entirely in your browser and never reaches our servers, and free conversions stay on your device. The only data we hold is the extracted transaction data of statements you explicitly choose to save to your account, which you control and can delete anytime.
If a statement does not parse correctly, you can submit a support request through our contact page. Include the bank name and a description of the issue (but never send the actual statement). Our team will investigate and update the parsing rules. Most fixes are shipped within a few working days.
Yes. PivotBank works on mobile browsers since all processing happens client-side. However, the experience is optimised for desktop and tablet screens where you can more easily review transaction tables and manage file exports.
Most bank statement converters require you to upload your PDF to their servers for processing. PivotBank is different because your PDF is parsed in your browser and never uploaded. Free conversions stay on your device, and only statements you explicitly choose to save are stored. This makes PivotBank one of the most privacy-focused options available, especially for professionals handling client financial data like accountants, law firms, and mortgage brokers.