Trust & Security
Your files never touch our servers
StatementToExcel is built on zero data retention architecture. We can't store your data — even if we wanted to.
How your data flows
Your Browser
PDF uploaded
TLS 1.3
Encrypted
Edge Function
RAM only
Claude API
Zero retention
Excel in RAM
Generated
TLS 1.3
Encrypted
Your Browser
File downloaded
Upload
Your PDF is sent directly to our processing pipeline via TLS 1.3 encryption. The file never touches a disk.
Process
Our AI reads your statement in memory. No file is written to any disk, database, or storage system.
Download
Your Excel file is returned directly to your browser. All memory is deallocated immediately after.
What we don't store
Our AI partner
Powered by Anthropic's Claude API with zero data retention. Anthropic never trains on API data and does not store your documents after processing. This is a contractual and technical guarantee — not a policy promise.
Read Anthropic's privacy commitmentsCompliance-friendly by design
StatementToExcel helps your firm comply with:
FTC Safeguards Rule
Data minimization — we collect nothing beyond what's needed for the conversion
IRS WISP Requirements
Secure data disposal — data is deallocated from memory immediately after processing
GLBA
Financial institution data protection — no customer financial data is stored or transmitted to third parties
GDPR Article 5(1)(c)
Data minimization principle — processing is limited to what is necessary for the stated purpose
When nothing is stored, nothing can be breached.