For Mortgage Brokers

Convert bank statements for mortgage applications

Turn applicant PDF bank statements into lender-ready Excel spreadsheets in seconds. Your PDF is parsed in your browser and never uploaded, free conversions stay on your device.

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
Why PivotBank

Built for the mortgage industry

Privacy-First by Design

Your PDF file is never uploaded, free conversions are processed in the browser only and never leave the device. If you save a converted statement, only the extracted data (never the PDF) is stored, and you can delete it anytime. Ideal for sensitive applicant financial data.

Lender-Ready Spreadsheets

Export clean, formatted Excel spreadsheets that summarise income, outgoings, and balances, ready to attach to mortgage applications. Batch-convert several applicants at once and download everything as a single ZIP.

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.

Use cases

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. Built-in balance reconciliation and document integrity checks flag altered or fabricated statements before they reach the lender.

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, pay per statement, or go Pro for unlimited conversions. Unlock a single statement for a one-time £2.49, or subscribe to Pro for unlimited conversions with no daily cap.