Trust Center

How We Delete Files

Every bank statement follows a clear lifecycle: upload, process, export, cleanup, and permanent removal. Here is exactly what happens to your files at each step.

File Lifecycle

  1. 1

    Upload File

    You upload a PDF bank statement through a secure HTTPS connection. The file enters a temporary processing queue — not a permanent storage archive.

    then
  2. 2

    Conversion Processing

    Automated systems extract transactions, dates, amounts, and balances. Processing happens in an isolated session without manual review of statement contents.

    then
  3. 3

    Export Generation

    Your chosen format — Excel, CSV, QBO, JSON, or other — is generated and made available for download. You control what happens to exports after download.

    then
  4. 4

    Automatic Cleanup

    Scheduled cleanup routines remove the uploaded source file and temporary processing artifacts from our servers once the conversion workflow completes.

    then
  5. 5

    Permanent Removal

    After cleanup, bank statement files and intermediate data are no longer accessible on our processing infrastructure. Deletion is designed to be permanent for routine conversion sessions.

Why Automatic Deletion Matters

Financial professionals handle confidential client data daily. Automatic deletion reduces risk by ensuring statements do not accumulate on third-party servers longer than necessary.

You should still apply your own retention policies to any exports saved locally or imported into accounting software.

Frequently Asked Questions

When exactly are files deleted?
Files are deleted after conversion completes and automatic cleanup runs. The exact timing may vary slightly by processing load, but retention is always temporary.
Can deletion be triggered manually?
Yes. You can contact us to request deletion of data associated with your account or a specific processing session. See GDPR Compliance for the contact process.
What if I close my browser before downloading?
If you do not download your export, temporary files are still subject to automatic cleanup. Re-upload the statement if you need to convert again.
Are backups of my statements kept?
We do not maintain long-term backups of uploaded bank statement contents for routine conversion workflows. Our design prioritizes temporary processing.
How does this relate to data retention policy?
File deletion is the final step of our data retention approach. Read the Data Retention page for the full policy context.