Resources
The PivotBank Blog
Practical guides for accountants, bookkeepers, and financial professionals.
How to Import a Bank Statement Into Xero (2026 Guide)
Step-by-step instructions for converting your bank statement PDF and importing the resulting CSV directly into Xero's bank feed. Works with all major UK banks.
GDPR and Client Bank Statements: What Accountants Need to Know
A practical overview of data protection obligations when handling client financial documents — and why client-side processing eliminates most of the risk.
PDF Bank Statements vs Bank Feeds: Which Is Better for Reconciliation?
Direct bank feeds are convenient but not always available. We compare the tradeoffs of PDF conversion versus live feed integrations for month-end reconciliation.
How to Convert an HSBC Statement to CSV
HSBC produces statement PDFs in several formats depending on account type. This guide walks through converting each format to a clean, import-ready CSV.
Tax Season Prep: Processing Bank Statements for Multiple Clients
A workflow guide for accountants handling the January–April rush. How to process high volumes of client bank statements efficiently without compromising data privacy.
Bank Statement Converter API: Automating Financial Data Extraction
An introduction to the PivotBank API — structured JSON output from any bank statement PDF. Use cases for accounting software integrations, lending platforms, and enterprise automation.
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