Security & data retention

Bank statements are among the most sensitive documents you handle. Here is exactly what happens to a file you upload.

Security

Your financial documents stay private.

Uploaded statements are processed in temporary storage and automatically deleted after processing completes. Paid plans can configure a custom retention window.

  • Encrypted upload

    Files are transferred over TLS-encrypted connections.

  • Temporary processing

    Statements are held in temporary storage only while processing runs.

  • Automatic deletion

    Originals are deleted automatically once your export is ready.

  • No statement data sold

    Your financial data is never sold or shared with third parties.

  • Secure infrastructure

    Processing runs on hardened, access-controlled infrastructure.

Retention policy

Uploaded statements are processed in temporary storage and automatically deleted after processing completes. Paid plans can configure a custom retention window.

Extracted transaction data is kept only if you have an account and choose to save conversions; anonymous conversions exist only in your browser session. Account holders can set their retention window (immediate, 7 days or 30 days) in dashboard settings and delete any statement at any time.

Questions

Security questions or disclosure reports are welcome at support@statementconvert.example.com.