Security and privacy
Know what happens to your statement.
An original PDF, extracted transaction rows and account records are different types of data. Here is how the conversion workflow handles each one.
On this page
Your data through conversion
- Original PDF
- PDFs are sent to our servers for conversion. The standard conversion flow does not save the original PDF in the conversion database.
- Extracted rows
- Signed-in conversions save extracted transaction rows and conversion metadata to your account history.
- Conversion history
- Published conversion-history retention varies by plan: Free: 7 days; Starter: 30 days; Professional: 365 days; Business: 730 days. Account, payment and support records are handled separately.
- Processing providers
- Bank-aware parsers process supported layouts. Statement content may be sent to Anthropic for AI extraction or transaction categorisation; a separate parsing service may also process the PDF.
- Support documents
- If you choose to provide a document for a support request, that attachment and your message may be stored and reviewed by support. This is separate from standard conversion.
Access and transport
Encrypted in transit
The site uses HTTPS for communication between your browser and the service. Processing happens on servers, including the providers used for extraction; this is not a claim that only your device can read the data.
Account access
Signed-in conversion and history routes check account access. Keep your password private, sign out on shared devices and contact us if you suspect someone has accessed your account.
Payments through Stripe
Stripe handles card payments. ConvertBank does not store full card details. Stripe’s certifications apply to Stripe; we do not claim our own PCI certification.
Support access
Conversion is automated, but support may review information you choose to share when asking for help. Do not include statements or account details in a general enquiry.
Keep control of the next step
- Upload only statements you are authorised to process.
- Review the extracted rows before exporting or importing them.
- Keep your own copy of any record you need; conversion history follows the published plan retention period.
- Contact us about access, correction or deletion of your data. Account and payment records are handled separately.
Questions before you upload?
Ask about data handling or report a security concern. Describe the issue without including financial records in your initial message.
security@convertbank-statement.com