Opposing-counsel discovery, in a spreadsheet you can rely on.

What this is built for

Mandatory financial disclosure, hidden-asset disputes, alimony and child-support tracing, lifestyle analysis, business- valuation cash-flow workups, dissipation claims, and any other family-law engagement where you have to turn the other side's bank statements into something a forensic accountant or a judge can actually use.

The reason the conversion step matters in family law isn't speed — it's defensibility. If the cash-flow analysis you put in front of opposing counsel rests on a spreadsheet whose totals don't match the underlying PDF, the whole exhibit is impeachable on cross. We exist to remove that specific risk.

Why family-law practices use pdftoexcel

• Reconciliation, not vibes. Every export is checked against the statement's printed beginning and ending balance. Verified means the math closes within a cent. Unverified means we are flagging the row that broke instead of shipping a quietly-wrong file. Most existing converters skip this step, and ChatGPT can't do it at all — it has no architectural guarantee that rows sum to the header delta.
• Scanned disclosure works. A printout-of-a-printout PDF from opposing counsel still parses. Scanned files route through Gemini vision OCR with the same reconciliation check applied to the extracted rows. You don't need to retype six months of statements to get an exhibit-ready spreadsheet.
• Password-protected statements supported. Banks routinely send statements as password-protected PDFs; opposing counsel sometimes hands them over the same way. The uploader prompts for a password and decrypts in memory during parsing — no manual stripping in Acrobat first.
• Batch the whole disclosure bundle. Drop up to 10 PDFs at once, get back a single ZIP of reconciled files. Multi-year disclosure across multiple accounts is the norm, not the exception. Professional covers 1 500 pages a month — usually a full mid-sized matter — and Business covers 5 000 for the unusually large ones.
• Inline edit before export. When OCR misreads a check number or smears a 0 into an O in the description, you fix it in the in-browser preview and re-export. No round-trip through Excel just to repair a cell.
• Confidentiality you can put in writing. No LLM provider trains on your data — both Anthropic (Commercial Terms) and Google (paid-tier Gemini API) contractually exclude API inputs from model training. Source PDFs are deleted on successful conversion. We sign a DPA on request — read it at /legal/dpa.

What "Verified" means in this context

One specific arithmetic check: the sum of all extracted transaction amounts equals the difference between the statement's printed beginning and ending balance, to within one cent. That's it. It is not a legal certification of the statement's authenticity. It is not an opinion on whether opposing counsel produced a complete bundle. It is not a substitute for a forensic accountant's independent tracing.

What it is is the one check that catches a category of silent extraction errors that would otherwise survive into an exhibit. The full position is on the security page and in the Terms of Service.

How a typical matter runs through this

1. 1. Drop the disclosure bundle. Upload up to 10 PDFs at once on /app/new. Each file up to 50 MB; password-protected files are prompted for a password.
2. 2. Conversion runs. Digital PDFs from the 24+ banks we hand-tune for use the deterministic fast-path with no LLM call. Anything else routes through Gemini Flash, escalating to Claude only if reconciliation fails. Most files finish in under 15 seconds.
3. 3. Review the result. The result page shows Verified or Unverified, the parse path, and the row-level preview. Flagged rows are highlighted; you can fix them inline.
4. 4. Export. XLSX for the cash-flow analysis, CSV for whatever your forensic accountant prefers, QBO if you're routing into QuickBooks for sub-account tracing. Reconciled rows live in your dashboard for 90 days on Professional — long enough to span discovery, settlement negotiation, and trial prep.

The plan most family-law practices land on

FAQ for family-law practices

We don't do our own forensic work — we hire one. Does this still help us?

Yes, often more than it helps the forensic. Converting the bundle yourself before handing it off saves three to eight hours of your forensic accountant's billable time per matter, which the firm absorbs or passes through. Verified XLSX exports are the format most CPAs prefer to ingest.

Can the output be entered as an exhibit?

The export itself is a derivative — what gets entered is typically the underlying PDF and the analysis built on top of the spreadsheet. The Verified badge means the spreadsheet's arithmetic matches the source statement, which makes the derivative defensible on cross; it does not waive the need for an authenticating witness for the bank statement itself.

Privilege — what do you log?

We do not log PDF content, transaction descriptions, account numbers, or routing numbers anywhere. Application logs and error reports contain only document identifiers and processing metadata. The full data lifecycle is on /security.

Will you sign a DPA / NDA?

Yes. Standard DPA at /legal/dpa; mutual NDAs available on request. Email hello@bankpdftoxls.com. We are not a HIPAA-covered provider; matters that require a BAA aren't a fit yet.

What about non-US banks? International discovery?

We have hand-tuned fast-paths for 24+ banks across the US and UK and the LLM fallback handles statements from EU, Canadian, and many other banks out of the box. Currency formats (1.234,56 vs 1,234.56), date formats, and Portuguese / German / French statements parse correctly. Unsupported layouts route to manual review.

Can your data be subpoenaed?

Anything we hold is in principle reachable by legal process, like any vendor. The practical mitigation is short retention and minimal data: source PDFs are deleted on conversion, reconciled rows expire by plan, and the only persistent record is account-level metadata.