Does my data really stay in my browser?

Yes. All processing runs entirely inside your browser using client-side technology. Your bank statements are never uploaded to any server. You can verify this by watching your browser's network tab — no file data is transmitted.

What formats can I convert to?

You can export to CSV, Excel (.xlsx), JSON, or HMRC-ready format. The CSV export includes a Universal Accounting preset — customise column names to match your accounting software (Sage, Xero, QuickBooks, FreeAgent, and more). Excel exports include formatted worksheets for transactions, summaries, and metadata. All conversion happens locally in your browser.

What bank statements are supported?

We support PDF statements from major UK and international banks, including both digital PDFs and scanned documents. Our OCR handles common statement layouts, stamps, and lower-quality scans.

How accurate is the extraction?

Extraction achieves over 98% accuracy on standard bank statement layouts. You can review and correct every transaction before exporting. The validation step flags anything that looks off so you can fix it before downloading.

Do I need to create an account?

Sign up for a free 7-day trial — full access, no card required. Drop your PDF and download the result. Paid plans start at £79/year for unlimited statements and all export formats.

How is this different from other PDF converters?

Most conversion tools upload your files to their servers for processing. PrivacyBooks runs everything inside your browser's sandboxed environment. Your financial data never leaves your device — there is nothing to breach, intercept, or leak.

Does it work with scanned PDFs?

Yes. Built-in OCR processes scanned documents and images directly in your browser. It handles stamps, annotations, and lower image quality. For best results, use scans of at least 200 DPI.

What about multi-page statements?

Multi-page PDFs are handled automatically. Transactions are stitched together across pages, and continuation patterns are preserved so the final output is a single clean dataset.

Is there a money-back guarantee?

Yes. Every paid plan comes with a 14-day money-back guarantee, no questions asked. If the tool does not meet your needs, contact us within 14 days of purchase for a full refund.

100% browser-based — your data never leaves

Bank statements to spreadsheets — tax-ready in minutes.

Drop a PDF, get clean transactions with UK tax categories. Everything runs in your browser — no servers, no uploads, no data exposure.

Runs in your browser only

UK tax categories built in

Export to CSV, Excel, or your accounting software

privacybooks.co.uk/extract

From PDF to tax-ready spreadsheet

Upload a bank statement, get clean transactions you can drop straight into your accounting software.

Instant conversion

Get clean CSV or Excel data from your statements in seconds.

Accurate extraction

Transactions, dates, and amounts extracted with precision.

Ready for your accounting software

Export with columns that match Sage, Xero, QuickBooks, FreeAgent, and more.

Handles scanned PDFs

Built-in OCR reads scanned documents and images — no pre-processing required.

Your data never leaves your device

All processing runs in your browser. No servers, no cloud, no trust required.

Zero data collection

We never see, store, or access your documents. There is nothing to breach.

No AI training on your data

Your bank statements are never used to train any model. They stay on your device.

Security details

How it works

Four steps. Zero data leaves your device.

Import statements

Drop your bank statement PDFs — one file or a whole batch. Nothing gets uploaded anywhere.

Review transactions

Transactions, dates, and balances are extracted and validated right in your browser.

Categorise for tax

Assign UK tax categories to each transaction — use AI auto-categorisation or adjust manually.

Tax summary & export

Review your self-assessment tax summary, then download as CSV, Excel, or import into your accounting software.

The demo uses its own sample. Sign up free to extract your own statements.

Works with your bank

Drop a statement from any of these banks and get structured data instantly. All parsing runs locally in your browser.

Santander UK

Bank of Ireland UK

Barclays UK

HSBC UK

Revolut

Commonwealth Bank of Australia

Unity Trust Bank

AIB (NI)

Nationwide

Metro Bank

Starling Bank

Monzo

Virgin Money

Don't see your bank? Let us know and we'll prioritise adding it.

Tax-ready data, straight from the PDF

Transactions are extracted, validated, and categorised for your tax return — all inside your browser. Export with columns that match Sage, Xero, QuickBooks, and more — or download as Excel, JSON, or OFX.

Smart table detection

Row/column cleanup

Date/amount normalisation

UK tax categorisation

Self-assessment tax summary

Export for any accounting software

Tax Summary

Self AssessmentValidated

Net Business Profit

£6,022.37

Includes £436.51 manually calculated loan interest

INCOME£21,569.39

TurnoverBox 15

51 txns£21,569.39

ALLOWABLE EXPENSES£15,547.02

Repairs & MaintenanceBox 22

72 txns£10,553.83

Financial ChargesBox 26

11 txns£3,281.03

Travel CostsBox 20

17 txns£1,114.08

Simple, transparent pricing

Every plan runs 100% in your browser. Your data never touches our servers. Cancel anytime.

Free

£0/forever

Get started with unlimited extractions and 1 HMRC business.

Unlimited statements
All export formats (CSV, Excel, JSON, OFX, Tax Prep)
1 HMRC business
100% browser-based processing

Get started free

Starter

£60£49/year

or£5/month

Everything you need to convert bank statements privately.

Unlimited statements
All export formats (CSV, Excel, JSON, OFX, Tax Prep)
Unlimited HMRC businesses
100% browser-based processing
Email support
All updates during subscription

14-day money-back guarantee — no questions asked

Need volume licensing? Contact us for Enterprise pricing

Frequently asked questions

Everything you need to know about PrivacyBooks.

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