What happens to the statement you upload.

Hosted processing

Your file is processed on hosted server infrastructure, not in your browser and not on your device. You do not create an account, and we do not ask for your email or a payment to upload, review, or export during beta.

What you upload

A single bank-statement PDF, up to 10 MiB and 20 pages, for one job. The service supports digital (native) bank-statement PDFs. Scanned or photographed statements, mixed scanned/native documents, credit-card statements, and other documents are not supported in this version and should not be uploaded.

What is extracted

The transactions and balances printed on the statement — dates, descriptions, debit and credit amounts, and running balance where present — are read into a structured table so you can review them and export CSV or Excel. The original PDF is never altered, and no transaction is invented.

What is stored, and for how long

While a job is active, the uploaded PDF, the generated source preview, the extracted data and your edits, and any export you generate are stored privately and scoped to that one anonymous job session. When you delete a job, its uploaded file, source preview, extracted data, and exports are removed from the service and cannot be recovered.

Jobs are also configured to expire automatically. We do not yet publish a precise expiry window on this page; it is added once the production expiry behaviour is operationally verified. Until then, you can delete a completed job yourself at any time from the review screen — that is the deletion route during beta.

Logs and analytics

Operational logs record safe technical metadata only — such as a request category, a non-identifying correlation ID, timing, and coarse size buckets. The contents of your statement, account numbers, names, descriptions, and amounts are not written to logs or analytics. Job, review, and export routes are served without third-party behavioural analytics or trackers.

Sharing and sale of data

StatementStudio does not sell your data or the contents of your statements. Hosted processing relies on infrastructure providers (for compute and private storage) that handle data only to run the service.

What we do not claim yet

We do not publish a precise retention window, a security certification, or a model-use or data-handling guarantee for extraction providers until each is backed by verified operational or contractual evidence. We would rather under-claim than overstate. These sections are expanded here as their evidence and legal reviews complete.

Deletion and questions

The fastest way to remove a statement is to delete the job from the review screen. See Security for the technical controls, and Terms for the conditions of use during beta.