Account information
- Name
- Email address
- Billing details associated with your subscription
Privacy center
Privacy & Data Protection
Your financial documents are processed securely using encrypted infrastructure, controlled access systems, and privacy-focused document workflows. This page describes how AI Bank Statement Converter handles bank statement privacy, secure PDF processing, and structured exports such as CSV and Excel.
Encrypted UploadsSecure ProcessingAI-Assisted ExtractionAutomatic File CleanupStructured Financial DataPrivacy-Focused Workflows
Last updated: May 2026
In Short
- We only process uploaded documents to provide conversion and related product services.
- We do not sell your financial data.
- Uploaded files are encrypted during transfer and handled with industry-standard security practices during processing.
- Files may be temporarily stored to complete extraction, balance checks, and export generation.
- You control your uploads and downloads within the product workflow.
- Uploaded customer financial documents are not used to train public AI models.
- Structured exports (for example CSV, Excel, JSON) are generated only for the workflows you request.
Information We Collect
We collect limited categories of information needed to run a secure bank statement converter and AI-assisted OCR financial data extraction service.
Uploaded financial documents
- Bank statements
- PDFs
- Scanned images
- Transaction-oriented files you choose to upload
Technical information
- Browser type
- IP address
- Device information
- Usage and error logs
Payment information
- Payments are processed securely through our payment provider (Paddle).
- We do not store full card numbers on our servers.
How We Use Your Information
We use information to operate the platform, deliver exports, and keep the service reliable—not to resell financial content.
Process uploads and run secure statement conversion workflows.
Generate structured exports (Excel, CSV, JSON) you request.
Provide customer support when you contact us.
Improve workflow reliability, error handling, and product quality.
Maintain platform security, authentication, and access controls.
Detect abuse, fraud, and misuse that could harm users or infrastructure.
Tune extraction and validation logic using operational feedback (without using your documents to train public models).
How Financial Documents Are Processed
This is the core of our product: encrypted bank statement uploads, OCR financial data extraction, and secure statement converter outputs you can use in reconciliation and automation.
- Uploaded documents are processed temporarily to perform the operations you initiate (conversion, extraction, validation).
- OCR and AI-assisted pipelines read layout and text to recover tables, transactions, and balances from PDFs and scans.
- Transaction parsing produces structured rows (dates, amounts, descriptions, debit/credit) suitable for spreadsheets and downstream tools.
- Balance verification includes checks such as opening and closing balances, transaction totals, and running balance reconciliation where the statement format supports it.
- Processing runs on secure cloud infrastructure with restricted access. Document access is limited to what is needed to complete the requested workflow.
- We generate CSV, Excel, and JSON exports as structured financial data for your requested downloads or integrations.
Uploaded customer financial documents are not used to train public AI models.
AI-Assisted Processing
We are transparent about automation: the platform uses AI-assisted and rules-based systems together to improve document structuring and export quality.
OCR systems for scanned and image-based statements.
Automated extraction and table detection.
AI-assisted transaction structuring when enabled in our stack.
Balance verification and reconciliation-oriented checks.
Workflow automation so exports stay tied to your session and the operations you request.
Human review of your statement content is not performed as part of routine conversion unless needed for support at your request or to investigate a technical issue. AI systems are used to improve document structuring and export generation. No uploaded data is used for public model training.
Security & Encryption
We apply industry-standard security practices appropriate for an AI financial document processing product. This is not a certification page—we describe how we approach protection in practical terms.
HTTPS/TLS encryption for data in transit between your browser and our application.
Secure cloud infrastructure and controlled internal access to operational systems.
Authentication and session protections for registered accounts.
Secure upload handling and validation as part of the conversion pipeline.
Monitoring and operational practices aimed at keeping services stable and responsive.
API and server endpoints designed with access control in mind.
File Retention & Deletion
Financial document workflows often require short-lived processing storage. We aim to be clear about retention expectations without over-promising a single fixed window for every edge case.
- Uploaded files may be stored temporarily while we complete extraction, running balance checks, and export generation.
- Files may be automatically deleted after processing completes, subject to technical workflow and account state.
- Exports may remain available only for a limited time so you can download them—availability can vary by workflow.
- You may request deletion or discuss retention by contacting us (see below).
- Exact storage duration may vary depending on processing path, errors, retries, or account status.
Third-Party Services
Like most SaaS products, we rely on specialized providers for infrastructure and payments. We list providers that appear in this codebase and deployment stack—not a generic vendor laundry list.
Supabase
Authentication, database, and related backend services for accounts and product data.
Paddle
Payment processing and subscription billing; card data is handled under Paddle’s flows.
Google Cloud (Document AI)
Document OCR and layout processing for PDF and scanned statement extraction.
OpenAI
Optional AI-assisted normalization or structuring when configured via our application environment—not for training public models on your uploads.
Zoho (SMTP)
Transactional email delivery for support and product-related messages sent through our mail integration.
When you use the hosted application, infrastructure and networking may also depend on your hosting and DNS provider’s environment; those providers process data only as needed to deliver traffic to the service.
Your Rights & Choices
Depending on your location, privacy laws may provide additional rights. In all cases, we will take reasonable steps to respond to legitimate requests.
Request access to personal information we hold about you where applicable.
Request deletion of certain account or processing data, subject to legal and operational constraints.
Request corrections if information is inaccurate.
Contact support for privacy questions or export-related inquiries.
International Users
Our services may be accessed globally. Cloud providers and subprocessors may process data in various regions as part of normal SaaS operations. We use safeguards appropriate to the nature of the data and the providers we rely on.
Children's Privacy
AI Bank Statement Converter is not intended for children under 13. We do not knowingly collect personal information from children under 13.
Policy Updates
We may update this privacy policy from time to time to reflect product changes, legal requirements, or operational practices. The "Last updated" date at the top of this page will be revised when material changes are posted.
Continued use of the service after updates means you accept the revised policy, except where applicable law requires additional steps.
Privacy Questions or Data Requests?
Our team can help with privacy-related questions, data requests, encrypted bank statement upload questions, and secure PDF processing workflows.
Last updated: May 2026