Security and Privacy for Bank Statement Conversion
Bank statements are sensitive. StatementCSV is designed to handle them with care: no bank login, no selling of transaction data, and no use of your statement data for marketing. Your statement is processed to create your spreadsheet file.
No bank login. Not used for marketing.
How your file is handled
You work only from the PDF you already have — there is no connection to your bank.
You upload a PDF statement, the converter extracts the transaction rows, and you review them in your browser before exporting a CSV. There is no bank login and no link to your account, so there is no standing connection for anyone to misuse.
Your statement is processed to create your spreadsheet file and is not sold or used for marketing or ads. We avoid using your original PDF directly as the AI input — when guided AI verification is used, it works from rendered statement images sent to a third-party AI provider, not your original PDF.
Our data commitments
- We do not require bank login credentials.
- We do not connect to your bank account.
- We do not sell or share your transaction data.
- We do not use your statement data for ads or marketing.
- We avoid using your original PDF as the AI input — guided AI verification works from rendered statement images.
What needs to be verified before launch
Being honest matters more than sounding polished. These items must be implemented and verified in the production parser pipeline before public launch.
- Temporary file deletion
- Parser output deletion
- Production logging policy
- No statement data in logs
- No transaction descriptions in logs
- No account numbers in logs
- No stored extracted rows
- Third-party AI provider disclosure (guided AI verification sends rendered statement images to an external AI service)
- Privacy policy review before public launch
We avoid absolute claims like “zero data retention” or “encrypted and deleted instantly” until they are implemented and verified. Where the backend is not finished, we say “designed to.”
Your statement is used only to create your conversion
Your statement is processed to create your spreadsheet file and is not sold or used for marketing or ads. We avoid using your original PDF directly as the AI input — when guided AI verification is used, it works from rendered statement evidence. Review our privacy and security pages for how uploads and conversion data are handled.
No bank login. Not used for marketing.
Security & privacy FAQ
- Do I need to connect my bank account?
- No. You never connect a bank account or share online banking credentials. You only upload the PDF statement you already have, which keeps your login details private.
- Is this safe for bank statements?
- StatementCSV is designed for handling sensitive financial documents: there is no bank login and no selling of transaction data. Your statement is processed to create your spreadsheet file and is not used for marketing. The retention, deletion, and logging behavior of the production pipeline must be verified before launch. See the security page for details.
- Do you keep my bank statement data?
- Your statement is processed to create your spreadsheet file; it is not sold, used for ads, or kept for marketing. A formal retention and deletion guarantee is being finalized and must be verified in the production parser pipeline before launch.
- Do you use my statement data for ads or training?
- No. StatementCSV does not use your transaction data for ads or model training. We avoid using your original PDF directly as the AI input. When guided AI verification is used, it works from rendered statement images sent to a third-party AI provider to help structure your conversion. This handling must be clearly disclosed and verified before launch.
See the full privacy page or the FAQ.
Convert a statement, privately
No bank login, with balance checks to help you review before export.