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Try a PDF without an account. The free preview and CSV download include up to the first 50 transactions. Upload a PDF, wait for processing, review the rows and download the CSV. Create an account if you need saved history or a paid plan.

PDF bank statements, up to 4 MB per file in the public converter. The public tool accepts PDFs, not CSV or Excel files. Text-based statements give the best starting point. Scan quality and unusual layouts can affect the result.

Time depends on the file size, layout and extraction method. AI extraction can take longer than bank-specific parsing. Keep the page open while it works; follow the on-screen retry guidance if it fails.

The free preview and download include up to the first 50 transactions. A longer PDF may contain additional rows. The preview is not a complete export of a longer statement; check the on-screen limit notice.

Review dates, amounts and completeness before using an export. Running-balance checks are available when the statement contains the necessary figures. Look for missing or duplicate rows, incorrect signs, wrapped descriptions and dates. A successful download does not establish that every row is correct.

Check that your file is a complete, readable statement. Contact support with the bank name and a description of the problem. You do not need to send the statement with your first enquiry.

Check the file is a PDF within the upload limit. If it is password-protected, unlock it in trusted PDF software before uploading. Try a smaller statement period. If the problem persists, tell support what happened without including financial contents.

CSV is included on every plan. Professional adds Excel (XLSX), QBO and QFX; Business also includes JSON.

Exports are files you import into your accounting software. ConvertBank does not connect to your bank or sync transactions directly to an accounting platform.

Use your accounting software’s bank-statement import workflow, check the required columns and date format, then review before confirming. Our export and import guide includes a fictional sample CSV and links to the official documentation.

Free: £0.00/month, 1 conversion per month. Starter: £9.99/month, 50 conversions per month. Professional: £19.99/month, 150 conversions per month. Business: £39.99/month, 500 conversions per month.

You can manage your plan through your account billing settings. Upgrades take effect immediately; downgrades take effect at the end of the current billing period.

New subscriptions carry a 14-day money-back guarantee. After that, cancelling stops the next renewal; we do not refund partial months. You can cancel at any time and continue using paid features until the end of your billing period.

Your conversion allowance resets with your billing cycle. Check your account billing page for the current period and remaining allowance.

PDFs are sent to our servers for conversion. The standard conversion flow does not save the original PDF in the conversion database. Signed-in conversions save extracted transaction rows and conversion metadata to your account 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.

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.

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.

Contact privacy@convertbank-statement.com from the email associated with your account. Explain what you are requesting; do not include financial records in the request. Account and payment records may be handled separately from conversion history.