How your bank statement is handled
Your PDF uploads to private storage under your account. We read it into memory and delete the source before extraction. Anthropic processes the document; its standard API policy describes deletion within 30 days with legal, policy and contractual exceptions. Results stay in your current browser session, not a saved history.
5 trial pages; $9 for 50 pages or $19/month for 200 pages. Tax may apply.
Compare page packs and monthly planConvert your statements
Try 5 pages once per verified account. No card needed. Upload digital or scanned PDFs and review the charge before processing.
Sign in to convertSee the input and the result
This synthetic example contains no real customer information. Opening balance $1,000 + credits $500 − debits $175.25 = closing balance $1,324.75.
| Date | Description | Debit | Credit | Balance |
|---|---|---|---|---|
| 2026-08-02 | Client payment 00042 | 500.00 | 1500.00 | |
| 2026-08-08 | Office supplies | 125.25 | 1374.75 | |
| 2026-08-20 | Service fee | 50.00 | 1324.75 |
Balanced means arithmetic agreement, not guaranteed accuracy. Review source rows before using an export.
Privacy: source uploads are deleted before extraction; abandoned uploads normally clear within 48 hours. Anthropic processes the document under its API retention policy. Results remain only in your open browser.
Quality method, 29 September 2026: we compared every expected row, date and amount in synthetic digital and scanned statements, including reversed order, missing balances, duplicates and incorrect totals. A 20-page, 20 MB example with 800 transactions also matched. These examples do not establish accuracy for every bank layout; always review your own statement. No accuracy percentage is claimed.
Make the next statement easier to review
Convert batches to editable Excel and CSV with source-page references and balance checks.
5 trial pages once per verified account. No card required.
Prices exclude sales tax or VAT, which is added at checkout where it applies.
How it works
- Read the provider-retention disclosure before uploading.
- Use only documents you are authorized to process.
- Download results before closing or reloading the page.
Questions
- What information remains after conversion?
- Account and payment information, page allowances, job status, timing and processing cost remain. We do not save statement text, account numbers, original filenames or extracted transactions in job records or analytics.
- When are abandoned uploads removed?
- A daily cleanup removes uploads older than 24 hours, normally within 48 hours of upload. Service failures can delay cleanup; this is not a zero-retention guarantee.
- Are my documents saved?
- We delete the private source upload before sending its in-memory contents to Anthropic for extraction. Reviewed rows stay in your open browser only. Download before leaving. Abandoned uploads are removed by daily cleanup, normally within 48 hours. Anthropic has its own retention policy.
- Does balanced mean the extraction is perfect?
- No. Balanced means the available amounts reconcile arithmetically. Missing balances, uncertain values and possible duplicate rows are flagged. Always compare the extracted rows against your original statement before using them.
- What happens when a conversion fails?
- Reserved pages are restored for a failed conversion. A usable result with reconciliation warnings is charged and can be edited. Retrying the same request does not charge again. Results cannot be retrieved after you leave the original browser session.