Why Accountants Choose PivotBank
GDPR-Compliant by Architecture
PDFs are parsed by a JavaScript engine running inside your browser tab. Zero bytes of statement data cross the network — not to us, not to any third party. No DPA addendum required because there is no data processing on our end.
Xero, QuickBooks & Sage Ready
Export a formatted XLSX with a summary sheet, or a universal CSV that imports directly into Xero, QuickBooks, Sage, FreeAgent, and most other accounting packages.
Pro Insights for Deeper Review
Auto-categorised transactions, spending breakdowns by category, recurring payment detection, and top merchant analysis — all generated locally 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
01
Drop the PDF
Drag and drop your client's bank statement PDF onto the dashboard. No account required to start.
02
Review Transactions
See all extracted transactions in a clean grid. Verify dates, amounts, and descriptions before exporting.
03
Export to Excel
Download a formatted XLSX with a summary sheet, or a CSV ready for your accounting software.
Peak Season Ready
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 — unlimited conversions on Pro, 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)
∞
Conversions on Pro plan
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 page limit (10 pages on the free plan, unlimited on Pro) applies to total pages converted across all PDFs that day.
Is this compliant with my Data Protection obligations?
Because PDFs never leave your device, PivotBank does not process any personal data on your behalf. There is no data processing agreement required — the architecture eliminates the risk at source. Your client's financial data stays in your browser and is never transmitted.
Which accounting software can I import into?
The CSV output is compatible with Xero, QuickBooks, Sage, FreeAgent, Wave, and any other software that accepts CSV bank feeds. The Excel XLSX is formatted 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.
Is Pro per user or per firm?
Pro is per account. Each team member who needs unlimited access should have their own Pro subscription — this is also the most privacy-sound arrangement, as each person processes their own clients' data in their own browser. Contact us at hello@pivotbank.app if you need a volume arrangement for a larger firm.