For Mortgage Brokers

Convert Bank Statements for Mortgage Applications

Turn applicant PDF bank statements into lender-ready Excel spreadsheets in seconds. 100% browser-based processing — no cloud uploads, complete data privacy.

100% local — zero uploads
GDPR-safe by architecture
Under 10 seconds
No account needed to start
pivotbank.app/dashboard
Input — PDF Statement
Network requests: 0
Output Preview
147 transactions
DateDescriptionDebitBalance
01 MarAMAZON PRIME8.992,341.12
02 MarTESCO STORES67.402,273.72
03 MarSALARY MARCH4,773.72
05 MarNETFLIX.COM15.994,757.73
07 MarUBER EATS24.504,733.23
↓ Download XLSX
CSV

Built for the Mortgage Industry

GDPR-Safe by Design

Client statements are processed in the browser only — they never leave the device. Ideal for handling sensitive applicant financial data.

Lender-Ready Spreadsheets

Export clean, formatted Excel spreadsheets that summarise income, outgoings, and balances — ready to attach to mortgage applications.

Process in Seconds

Drop a 12-month bank statement and get a fully structured spreadsheet in under 10 seconds. No manual entry required.

1000+ Banks & Lenders

Supports statements from all major UK banks including Halifax, Nationwide, Barclays, HSBC, NatWest, Santander, and more.

Common Use Cases

Affordability Assessment

Quickly identify an applicant's regular income, standing orders, and recurring commitments from 3–6 months of statements.

Adverse Credit Review

Spot unusual transactions, returned direct debits, or large cash withdrawals that lenders may flag during underwriting.

Self-Employed Income

Analyse business account statements to evidence self-employed income for complex cases and specialist lenders.

Start Processing Statements Today

Free to start. Pro plan gives you unlimited conversions and Pro Insights for deeper analysis.