The bank statement converter built for accountants
Convert any client's PDF bank statement to clean Excel or CSV in seconds. Imports directly into Xero, QuickBooks, and Sage. Your PDF is never uploaded, and your name, address and account number are never sent anywhere.
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Why accountants choose PivotBank
Privacy-First by Architecture
Your PDF file is never uploaded, it is opened and read inside your browser tab. Only the transaction lines are ever sent, with your client’s name, address and account number stripped out first. The only data we store is the extracted transaction data (never the original PDF) of statements you explicitly choose to unlock and save, which you can delete at any time.
Xero, QuickBooks & Sage Ready
When you unlock a statement, or on Pro, export native QuickBooks (.qbo) and Xero (.ofx) files for one-click import, plus a formatted XLSX with a summary sheet and a universal CSV for Sage, FreeAgent, and most other accounting packages. Batch-convert many client statements at once and download them as a single ZIP.
Insights for Deeper Review
Every statement is balance-reconciled (opening plus transactions equals closing) to catch missing or misread rows. Unlock a statement to add auto-categorised transactions, spending breakdowns by category, recurring payment detection, and top merchant analysis, generated from the statement data.
1000+ Banks Supported
HSBC, Barclays, Lloyds, NatWest, Monzo, Revolut, Starling, Halifax, Nationwide, Santander, Chase, and hundreds more. Can't find your client's bank? Submit it and we'll add support.
Three steps to clean data
Drop the PDF
Drag and drop your client's bank statement PDF onto the dashboard. No account required to start.
Review Transactions
See all extracted transactions in a clean grid. Verify dates, amounts, and descriptions before exporting.
Export to Excel
Download a formatted XLSX with a summary sheet, or a CSV ready for your accounting software.
Built for the January, April rush
Self-assessment deadlines, corporation tax filings, and year-end reconciliations all converge in the first quarter. PivotBank handles the volume, unlock statements one at a time as you need them, no throttling, no queues.
UK Self Assessment: 31 January. US Federal Tax: 15 April. HMRC Corporation Tax: 9 months after year-end. PivotBank is available 24/7, processes instantly, and never slows under load, there is no server.
31 Jan
UK Self Assessment deadline
15 Apr
US Federal Tax deadline
0s
Queue time
£2.49
Per statement, or Pro for 1,000 pages a month
Simple pricing
Pay per statement, or go Pro for 1,000 pages a month.
Common questions
Can I process multiple clients in one day?
Yes. Each PDF conversion is independent, you can process statements for as many clients as you like. The daily free limit is 10 pages across all PDFs that day. When you need a full statement with no page cap, unlock it for a one-time £2.49, or go Pro for 1,000 pages a month with no daily cap. Pro also lets you batch-convert many client statements at once and download them as a single ZIP.
Is this compliant with my Data Protection obligations?
Your PDFs are never uploaded, they are opened and read in your browser, and only the transaction lines can ever be sent, with your client’s name, address and account number stripped out first. If you choose to save a converted statement, only the extracted transaction data (never the original PDF) is stored, and you can permanently delete it at any time. This keeps your data footprint minimal and fully under your control.
Which accounting software can I import into?
When you unlock a statement, or on Pro, PivotBank now exports native QuickBooks (.qbo) and Xero (.ofx) files for one-click import. It also exports CSV for Sage, FreeAgent, Wave, and anything else that accepts CSV bank feeds, plus a formatted Excel XLSX for direct use or further manipulation in Excel or Google Sheets.
What if my client's bank isn't supported?
Use the contact form to report the unsupported format. Include the bank name and country and we'll add support. Most new formats are added within a few days.
Does it work with scanned (image-based) PDFs?
Yes. A statement with no text layer, a scan or a photograph of a paper statement, goes through OCR in your browser: the page is rendered and read character by character on your device, and the file is never uploaded. Accuracy depends on the scan, so check the result against the balance figure, which is exactly what it is for: an OCR misreading almost always breaks the running balance and is flagged. Where a client can download the original digital PDF from online banking, that still reads more reliably and is worth asking for.
How does paying per statement work?
Every statement previews free. When you need a full statement, you make a one-time £2.49 payment to unlock it, this converts every page (no cap) and adds JSON export, categorisation, and insights, with the statement saved to your account to re-download anytime. For higher volume, go Pro at £11 a month (or annual with 2 months free) for 1,000 pages a month with no daily cap, batch ZIP downloads, and a REST API for programmatic conversion. Contact us at [email protected] if you need a bespoke arrangement for a larger firm.