For Law Firms & Legal Professionals
Bank Statement Analysis for Legal Professionals
Extract, analyse, and export client financial transaction data for litigation support, discovery, and due diligence. Processed 100% in your browser — no cloud uploads, no GDPR exposure, no risk to client confidentiality.
No sign-up required · 3 pages free · Pro for unlimited
Built Around Legal Data Obligations
Client Privilege Protected
Statement PDFs are parsed in-browser by a local JavaScript engine. They are never transmitted to our servers, third-party services, or cloud storage. Full compliance with client confidentiality obligations — no data processing agreement required.
Litigation-Ready Spreadsheets
Export clean XLSX with transaction summaries, or CSV for import into forensic accounting tools. Structured output covering dates, descriptions, credits, debits, and running balance — ready for exhibit preparation or expert handoff.
Multi-Month Statement Processing
Process months or years of statements across multiple accounts and parties. Multi-page PDF support with full transaction extraction — essential for tracing assets across long financial histories.
1000+ Banks Across All Jurisdictions
Supports statements from UK, US, EU, Australian, and Asian banks — HSBC, Barclays, NatWest, Lloyds, Chase, Wells Fargo, ANZ, and hundreds more. Cross-border matters covered.
Why Architecture Matters for Legal Work
No Server. No Transmission. No Exposure.
Most PDF converters upload your file to a cloud server to process it. For legal professionals handling client financial documents, this creates an immediate confidentiality problem — the statement is now on a third-party server, regardless of their privacy policy.
PivotBank's architecture is different by design. The PDF is read by a JavaScript engine running inside your browser tab. Nothing is transmitted. There are no server logs. No DPA addendum is required because no data processing occurs on our end.
0
Network requests during PDF processing
None
Data transmitted to PivotBank servers
None
Third-party data processors involved
Common Legal Use Cases
Financial Discovery
Extract and structure years of transaction data from multiple parties for disclosure. Export to Excel for sorting, filtering, and annotation before handing to experts or opposing counsel.
Asset Tracing
Rapidly identify transfers, withdrawals, and payment patterns across accounts. The structured JSON export (Pro) enables programmatic analysis across large transaction datasets.
Matrimonial Finance
Convert Form E bank statement requirements into clean spreadsheets. Verify declared income and outgoings against statement records. Process statements from multiple banks quickly for case preparation.
Pricing
Per seat. No contracts. Cancel any time.
Pro
£10/mo
Per seat — per fee earner
- Unlimited pages
- Excel, CSV & JSON export
- Transaction categorisation
- Spending & pattern insights
- Priority email support
Need volume pricing? Email us
Common Questions
Is this compliant with our solicitor data handling obligations?
Because PDFs never leave your device, PivotBank does not process any personal data on your behalf. There is no server-side processing, no data residency question, and no requirement for a Data Processing Agreement. The architecture eliminates the compliance risk at source — the statement never leaves the browser tab.
Can I process statements for multiple clients in one session?
Yes. Each PDF is processed independently. You can convert statements for as many clients as needed — the page limit (10 pages/day free, unlimited on Pro) applies across all conversions that day. No data from one client is ever mixed with another.
Does it handle statements from multiple banks and jurisdictions?
Yes. PivotBank supports 1000+ bank statement formats from the UK, US, EU, Australia, and Asia. HSBC, Barclays, NatWest, Lloyds, Chase, Wells Fargo, ANZ, DBS, and hundreds more. If a specific format is missing, contact us and we'll add support.
Is Pro per person or per firm?
Pro is per account. Each fee earner who needs unlimited access should have their own Pro licence — this is also the most privacy-sound arrangement, as each person processes their own client data in their own browser session. For volume firm licensing, contact hello@pivotbank.app.
What if the PDF is a scanned statement rather than a digital export?
PivotBank extracts text from digital PDF bank statements (the format produced when a client downloads directly from online banking). Scanned PDFs — photographs of paper statements — do not contain extractable text and will not parse. Ask your client to download the original digital PDF from their bank's online portal.