Regulated Industries
Transaction imports without the ledger breaking.
Users upload Excel statements, CSV ledgers, and bank exports. CSVbox validates every cell, flags bad rows before submit, and never stores a number on its servers.
- 15 min to live
- SOC 2 + GDPR
- Private Mode available
- Users' "transactions.csv" has currency symbols in amounts, dates in four formats, and a hidden header row.
- A bad import writes $0 where $1,000 should be, and your reconciliation breaks.
- Compliance won't approve a vendor that "sees" financial data.
How CSVbox solves it
Built for financial data
Cell-level validation
Amount is a decimal > 0. Date is ISO. Currency is a known code.
Private Mode
Customers' financial records never hit CSVbox servers.
Server-side veto
Your backend rejects bad rows (FX mismatch, unknown account) before acceptance.
Audit trail
Every import logged for compliance.
We use CSVbox to allow our users to be able to upload their banking data when their bank is not supported by Plaid. CSVbox is great!
Security & compliance included
- SOC 2 Type II
- GDPR
- AES-256
- TLS 1.3
- US / EU residency
- Private Mode
- No AI training
Private Mode — data stays in the browser
HTML
<script src="https://js.csvbox.io/script.js"></script>
<button
data-csvbox
data-key="YOUR_LICENSE_KEY"
data-private="true">
Secure import
</button>vs. DIY and heavyweight
| DIY + Papa Parse | Flatfile | CSVbox | |
|---|---|---|---|
| Cell-level currency validation | DIY | Partial | Built-in |
| Private Mode | No | No | Yes |
| Server-side veto | DIY | DIY | Webhook |
| SOC 2 on free tier | N/A | No | Yes |
Frequently asked questions
Can we enforce a specific chart of accounts?
Yes — server-side webhook plus schema.
Multi-currency?
Validated per row against your accepted list.
Scanned bank statements?
PDF + OCR via the same widget.
Data residency?
US or EU selectable.