Bank statements can reveal account identifiers, income, spending, and information about other people. Before uploading one, check both the service's data handling and your permission to use it, especially when working with client documents.
Read the data handling policy
Look for a clear explanation of what is uploaded, which providers process it, how long outputs remain available, and how to request deletion. HTTPS protects the connection; it does not establish how a service stores or uses a document after receiving it.
If your organisation requires a particular hosting location, contract, or certification, ask for evidence before uploading. Do not infer those assurances from a security icon or a general marketing claim.
How this converter processes a file
The current application reads the uploaded PDF into memory and sends its contents to Google's Gemini API for extraction. The app saves generated Excel, CSV, and structured transaction data so downloads can be produced. This is not processing that stays entirely on your device.
Guest conversion downloads expire after 24 hours. Signed-in conversions have a 30-day expiry. Expired conversion records and generated files are removed by the scheduled cleanup process; download expiry and physical deletion are separate events.
Read our privacy policy and security information before deciding whether this workflow fits your needs. Contact us if your requirements are not answered there.
Protect your working copies
- Upload only statements you are authorised to process.
- Prefer a managed device and an approved connection for client work.
- Treat a guest download link as private. Anyone who obtains it may be able to access that guest output before expiry.
- Save spreadsheets in a location with appropriate access controls.
- Remove temporary copies from shared downloads folders when you have finished.
Keep feedback separate from documents
The optional conversion rating records your name and star rating for our team. It does not require you to describe transactions or include account numbers. If you need help with a file, use the contact page and describe the issue without sharing banking credentials.