Privacy Policy

Last updated: February 2025

What we collect

When you use SortMyStatement, we collect:

• Your name and email address — so we can send you your report
• Your trade or industry — so we can categorise your transactions accurately
• Your bank statement CSV or PDF files — these contain transaction dates, descriptions, and amounts only. They do not contain account numbers, BSBs, passwords, or PINs.
• Your payment information — processed securely by Stripe. We never see or store your card details.

What we don't collect

We never have access to your bank login, account numbers, BSB numbers, passwords, or credit card numbers. Bank CSV exports simply don't contain this information.

How we use your data

Your transaction data is used for one purpose only: to categorise your transactions and generate your report. Specifically:

• Your CSV/PDF files are parsed on our servers to extract transaction data
• Transaction descriptions and amounts are sent to Anthropic's Claude API for categorisation. Anthropic does not use API data for model training.
• A colour-coded Excel report is generated and emailed to you
• That's it. Your data is not sold, shared, or used for any other purpose.

Data storage and deletion

Your uploaded files and generated reports are stored on Vercel's infrastructure (powered by AWS). All data is transmitted over SSL encryption.

Your uploaded bank statements are deleted from our servers after your report is generated. Your report is stored for 30 days then permanently deleted. No exceptions.

We retain a copy of your report email (via BCC) for customer support purposes. This allows us to re-send your report if you lose it.

No accounts, no tracking

SortMyStatement does not require you to create an account, set a password, or log in. We do not use advertising cookies or tracking pixels. We do not run Google Analytics or Facebook Pixel.

Third parties

• Stripe — processes your payment. See Stripe's Privacy Policy.
• Anthropic (Claude API) — categorises your transactions. Data sent via API is not used for training. See Anthropic's Privacy Policy.
• Resend — delivers your emails. See Resend's Privacy Policy.
• Vercel — hosts our website and stores files temporarily. See Vercel's Privacy Policy.

Contact

If you have questions about your data or want it deleted immediately, email us at hello@sortmystatement.com.au.