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. Processed 100% in your browser, your PDF is never uploaded, GDPR-conscious by architecture.
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Why accountants choose PivotBank
Privacy-First by Architecture
Your PDF file is never uploaded, it is parsed by a JavaScript engine running inside your browser tab. Free conversions stay on your device. 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
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 (client-side)
£2.49
Per statement, or Pro for unlimited
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 unlimited conversions 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're parsed in your browser, so free conversions never leave your device. 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?
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?
PivotBank extracts text from digital PDF bank statements, the format banks produce when you download from online banking. Scanned PDFs (photographs of paper statements) do not contain extractable text and will not parse. If a client sends a scanned statement, ask them to download the original digital PDF directly from their bank's online portal.
How does paying per statement work?
Free conversions cover up to 10 pages a day. 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 unlimited conversions 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.