This is an excellent tool for converting credit card and bank statements (PDF) into Excel format. Out of all the similar products I've tried, this one works the best—it captures everything accurately. It also provides a comprehensive overview of your financial health by automatically categorizing transactions into income, expenses, and more. It essentially functions like a Mint dashboard, but for your uploaded PDF statements.

That said, the main drawback is the lack of user-facing privacy controls. Although the developer mentions in 'Questions' that users have the right to be forgotten and can close their accounts, there’s currently no built-in option in the dashboard to delete or terminate your account. It appears you have to request this manually via email.

Also concerning is the permanence of uploaded data. Once a PDF is processed, the original files remain in the system indefinitely with no way for users to delete them. Items are not removable from sections like Vendors and Reconciliation, and there's no user control over data retention. This raises red flags about data security—especially in an era when even major companies face data breaches, as we’ve seen with the recent 23andMe bankruptcy issue. While they claim GDPR compliance, it’s unclear why PDF files need to be retained after processing. If there's no option for users to delete their own files, one has to wonder whether the data is being kept for purposes such as training AI models. As of this writing, there's no mention of such usage in their privacy policies or terms.

Feature Request:
It would be incredibly useful to have a "lite" mode—an option to simply convert PDF statements to Excel files without populating dashboards, vendor lists, or transaction categories. Many users, especially those who still rely on Quicken for tax preparation and bookkeeping, need nothing more than a fast and accurate conversion tool. Adding such a feature could greatly expand the tool’s appeal and user base.

Bottom line: despite its privacy concerns, this tool is a hidden gem and well worth purchasing for its core functionality. I sincerely urge the developers to implement more robust data control options—not only for user protection but also to safeguard their own platform. History has shown how a single breach can undermine even the most trusted names in the industry.