# PivotBank (pivotbank.app)

Converts bank statement PDFs into spreadsheets, checking each row against the running balance before export.

- Atlas card: https://inite.ai/en/atlas/pivotbank.app
- Site: https://pivotbank.app
- For: accountants, bookkeepers and mortgage brokers converting client bank statements into spreadsheets
- Categories: documents
- Use not measured/100 · alive 100/100

## Used for

- convert bank statement PDFs into Excel or CSV files
- check each converted row against the running balance
- import statements into Xero or QuickBooks

## Price

- from 2.99 USD/one-time, free plan (read 2026-10-20 on https://pivotbank.app/pricing)

## For developers

- OpenAPI: https://pivotbank.app/openapi.json (2 paths)
- MCP server: app.pivotbank/pivotbank (namespace; open on 2026-10-20, 4 tools)
- Read 2026-10-20

## MCP server, measured daily

Server: https://pivotbank.app/mcp, checked every day since 2026-10-20 (2 checks).

- Answered: measuring, 2 daily checks so far
- Median first answer: 928 ms
- Sign-in: none
- Context its tool definitions take: about 778 tokens (4 tools)
- Tool definitions: A, 100/100
- Method: https://inite.ai/en/atlas/mcp/report

## Your data

- Certifications stated: none
- Read 2026-10-20

---

Source: INITE Atlas, https://inite.ai/en/atlas/pivotbank.app. JSON: https://inite.ai/api/atlas/pivotbank.app. MCP: https://inite.ai/api/mcp (atlas_lookup).