Guide

Before You Upload a Bank Statement PDF, Check This

A practical privacy checklist for bank statement PDF conversion, including retention, support handling, Zero Data Retention and AI training claims.

Short answer

Before uploading bank statements, check retention, encryption, support access, AI training claims and Zero Data Retention requirements.

Use this workflow

  1. Upload the original PDF statement.
  2. Check that only transaction rows were extracted.
  3. Review dates, descriptions, amounts and balances against the PDF.
  4. Download the XLS file and keep the original PDF as the source record.