Is it safe to give ChatGPT my bank statements?

Yes. Bankstatemently never connects to your bank account and never moves money; it only reads the PDF you provide and returns structured data back to ChatGPT. See our [privacy policy](route:privacy) for details.

Does ChatGPT store my bank statement?

Bankstatemently stores your converted statement data on your account, for the retention period your plan allows, so you can query it again without re-uploading. ChatGPT itself only sees what it explicitly requests during a conversation, never the stored copy directly.

Does this work on the ChatGPT mobile app?

Yes, if developer mode and custom MCP apps are available on your ChatGPT plan and client. The connector you add in ChatGPT settings applies across every ChatGPT client signed into the same account.

Can I use it in Claude too?

Yes. The same Bankstatemently MCP server connects to claude.ai as a custom connector. See [/claude](route:claude-connect) for the Claude setup steps.

Use your bank statements in ChatGPT

Connect Bankstatemently's MCP server to ChatGPT in under a minute. Paste one URL, sign in, and ChatGPT can convert, analyze, and reconcile your bank statement PDFs on request, no spreadsheet or manual entry required.

Server URL

https://api.bankstatemently.com/mcp

Connect ChatGPT to Bankstatemently

1
Open Settings, then Apps & Connectors
In ChatGPT, go to Settings, then Apps & Connectors, and turn on Developer mode.
2
Create a connector
Select Create, then paste https://api.bankstatemently.com/mcp as the server URL.
3
Sign in
ChatGPT opens a browser window to sign in. Approve the connection and you're ready to go, no API key needed.

Developer mode for custom MCP apps needs a ChatGPT Plus or Pro plan until Bankstatemently is listed in the ChatGPT app directory.

Try it free in ChatGPT

Paste this into ChatGPT. It points at our published benchmark statement, a synthetic PDF with no real financial data, and benchmark conversions never consume credits:

Convert this bank statement PDF and summarize the transactions: https://bankstatemently.com/benchmark/statements/bsb-004-statement.pdf

What You Can Ask ChatGPT

Convert

Convert a statement

"Convert this month's statement into a spreadsheet I can send my accountant."

Analyze

Analyze spending

"What were my top 5 spending categories last quarter, and how much did I spend on each?"

Reconcile

Reconcile statements

"Do my checking and savings statements have any missing periods or balance gaps?"

What ChatGPT can and can't do here

✓Bankstatemently never connects to your bank account. You upload a PDF or point ChatGPT at one; nothing is pulled automatically.
✓Bankstatemently never moves money. It reads and structures statement data; it can't initiate a transfer or payment.
✓ChatGPT only sees the structured data it asks for, transactions, balances, account details, never the raw statement file beyond what a question needs.
✓Disconnect the connector anytime from ChatGPT's Apps & Connectors settings. Your document retention follows your Bankstatemently plan, same as any upload.

Connecting the MCP server is free. Processing a statement costs 1 credit per page, and the free plan includes daily credits to try it. See pricing