Is it safe to give Claude 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 Claude. See our [privacy policy](route:privacy) for details.

Does Claude 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. Claude itself only sees what it explicitly requests during a conversation, never the stored copy directly.

Does this work on Claude mobile?

Yes, if custom connectors are available on your Claude plan and client. The connector you add in claude.ai settings applies across every Claude client signed into the same account.

Can I use it in ChatGPT too?

Yes. The same Bankstatemently MCP server connects to ChatGPT's developer mode. See [/chatgpt](route:chatgpt-connect) for the ChatGPT setup steps.

Use your bank statements in Claude

Connect Bankstatemently's MCP server to claude.ai in under a minute. Paste one URL, sign in, and Claude 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 Claude to Bankstatemently

Add Bankstatemently from the Claude directory

Directory plugins are available on Pro, Max, Team, and Enterprise plans. On another plan, use the steps below.

1
Open Customize, then Connectors
In claude.ai, go to Customize, then Connectors, and select Add custom connector.
2
Paste the server URL
Paste https://api.bankstatemently.com/mcp into the URL field and save.
3
Sign in
Claude opens a browser window to sign in. Approve the connection and you're ready to go, no API key needed.

Try it free in Claude

Paste this into Claude. 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 Claude

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 Claude can and can't do here

✓Bankstatemently never connects to your bank account. You upload a PDF or point Claude at one; nothing is pulled automatically.
✓Bankstatemently never moves money. It reads and structures statement data; it can't initiate a transfer or payment.
✓Claude 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 Claude's 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 a free account gives you 10 pages every 30 days. See pricing