Question 1

Is my bank statement data safe with PivotBank?

Accepted Answer

Yes. PivotBank processes your PDF entirely inside your browser using client-side JavaScript. Your bank statement is never uploaded to our servers, never transmitted over the network, and never stored anywhere except your own device. When you close the tab, the data is gone. There is no server-side processing, no temporary storage, and no data retention of any kind.

Question 2

Which banks does PivotBank support?

Accepted Answer

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.

Question 3

What file formats can I export to?

Accepted Answer

PivotBank exports to three formats: Excel (.xlsx) with a formatted summary sheet and transaction data, CSV for universal compatibility with accounting software like Xero, QuickBooks, and Sage, and JSON for developers and API integrations. All formats include dates, descriptions, amounts, and running balances where available.

Question 4

How accurate is the PDF parsing?

Accepted Answer

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.

Question 5

Is PivotBank free to use?

Accepted Answer

Yes, PivotBank has a free tier that lets you convert up to 3 pages per day with no account required. For unlimited conversions, JSON export, transaction insights, and priority support, you can upgrade to the Pro plan. See our pricing page for current rates.

Question 6

Can I convert multiple bank statements at once?

Accepted Answer

Pro users can process multiple PDFs in a single session using bulk conversion. Drop several files at once and PivotBank will parse each one sequentially, all within your browser. Free users can convert one statement at a time.

Question 7

Does PivotBank have an API?

Accepted Answer

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.

Question 8

Do I need to create an account?

Accepted Answer

No account is required for basic conversions. You can drop a PDF and export to Excel or CSV immediately. Creating a free account unlocks your conversion history (stored locally), and upgrading to Pro gives you unlimited conversions, bulk processing, and additional export formats.

Question 9

Is PivotBank GDPR compliant?

Accepted Answer

PivotBank is GDPR-compliant by architecture, not just by policy. Since bank statement PDFs are processed entirely in your browser and never reach our servers, there is no personal financial data for us to collect, store, or process. No Data Processing Agreement is required because we are not a data processor of your statement data.

Question 10

What if my bank statement does not parse correctly?

Accepted Answer

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.

Question 11

Can I use PivotBank on mobile devices?

Accepted Answer

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.

Question 12

How does PivotBank compare to other bank statement converters?

Accepted Answer

Most bank statement converters require you to upload your PDF to their servers for processing. PivotBank is different because everything runs in your browser. Your data never leaves your device. This makes PivotBank the most privacy-focused option available, especially for professionals handling client financial data like accountants, law firms, and mortgage brokers.

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