PivotBank is a bank statement converter: it turns the PDF statement your bank gives you into a clean spreadsheet, and checks every row against the statement's own running balance, so a misread shows up here and not in your accounts.
HOW IT WORKS
1. Open a bank statement PDF, or share one to PivotBank from your email or files.
2. PivotBank reads every transaction: date, description, money in, money out and balance.
3. It adds the rows up against the opening and closing balances the bank printed. When they agree, you see it. When they do not, you see exactly where.
4. Download it as Excel (XLSX), CSV, OFX, QIF, QBO or JSON, ready for QuickBooks, Xero, Quicken, Sage and other accounting software.
One app for PDF to Excel, PDF to CSV and PDF to OFX: no retyping, no copying rows by hand.
WHY PEOPLE USE IT
- Bookkeeping and accounts: get months of transactions into a spreadsheet without retyping.
- Loan, mortgage and rental applications: hand over clean, complete figures.
- Expenses and budgeting: sort and total your spending in Excel.
- Accountants: convert a client's statements in minutes.
BUILT TO BE RIGHT
- Every reading is checked against the statement's own balances.
- Statements from over 1,000 banks, including HSBC, Barclays, Lloyds, NatWest, Monzo, Starling, FNB, Absa, Capitec, Standard Bank, AIB, Bank of Ireland, Chase and Bank of America.
- Scanned and photographed statements work too.
- Merged PDFs with several months in one file are read statement by statement.
TRY IT FREE
See the first rows of any statement free, no account needed. Unlock the whole statement once, or go Pro.
PIVOTBANK PRO
- 1,000 premium pages a month
- Every statement in full, with QuickBooks and Xero export
- Your statements kept in your account to download again
Monthly or yearly, cancel any time in Google Play.
YOUR DATA
Your statement is sent over an encrypted connection to be read. The PDF file itself is not kept. The transactions are kept in your account if you save the statement, and a reading you do not unlock is deleted after 7 days. Your name, address and account numbers are removed before the transaction lines are read by an AI model. You can delete your account and everything in it from inside the app. Full details: https://pivotbank.app/privacy
Questions or a statement that came out wrong? Email contact@pivotbank.app and a person will look at it.
Bank statement PDF to Excel, CSV, OFX, QIF and QBO. Every row balance-checked.