CS/UBS Statements for Due Diligence
Credit Suisse accounts (now part of UBS) produce statement PDFs downloadable via the UBS Digital Banking portal following the 2023 merger. Due diligence requires systematic analysis of a target company's cash flows, related-party transactions, and payment patterns. PDF bank statements cannot be analysed at scale.
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Secure Financial Data Processing
Due Diligence Workflow with CS/UBS
Convert target company bank statement PDFs to Excel or JSON for systematic transaction analysis. Identify related-party payments, unusual patterns, and cash flow trends programmatically. For Credit Suisse (UBS) specifically: Credit Suisse PDFs retain the legacy CS header post-merger. MintConvert handles both the original CS format and post-merger UBS-branded CS statements.
How It Works
Step 1
Obtain target company Credit Suisse (UBS) statement PDFs as part of data room access
Step 2
Upload to MintConvert — batch processing on Scale plan
Step 3
Download Excel or JSON files for each account and period
Step 4
Run analytical procedures: related-party filter, large unusual transactions, payment pattern analysis
Step 5
Document findings in due diligence working papers
Why MintConvert
- CS/UBS parser — Credit Suisse PDFs retain the legacy CS header post-merger. MintConvert handles both the original CS format and post-merger UBS-branded CS statements.
- Due Diligence — Convert target company bank statement PDFs to Excel or JSON for systematic transaction analysis. Identify related-party payments, unusual patterns, and cash flow trends programmatically.
- CHF preserved — All CHF amounts preserved for due diligence workflows.
- Integrations — Compatible with Excel, IDEA Data Analysis, Power BI.
- Privacy first — Credit Suisse (UBS) PDF deleted immediately after conversion.
- Free to start — 5 free conversions/month. No credit card required.
Frequently Asked Questions
How do I use Credit Suisse (UBS) statements for due diligence?
Log in to UBS Digital Banking (former CS clients) → Accounts → Statements → Select period → Download PDF. Then upload to MintConvert and download a clean JSON file. Convert target company bank statement PDFs to Excel or JSON for systematic transaction analysis. Identify related-party payments, unusual patterns, and cash flow trends programmatically.
Which output format is best for due diligence with Credit Suisse (UBS)?
For due diligence, JSON (JSON) is recommended. JSON output can be consumed by any REST API or programming language. Each transaction is a flat object with date, description, debit, credit, balance, and currency fields.
Does MintConvert handle Credit Suisse (UBS)'s PDF format for due diligence?
Credit Suisse PDFs retain the legacy CS header post-merger. MintConvert handles both the original CS format and post-merger UBS-branded CS statements.
What due diligence integrations work with Credit Suisse (UBS) output?
Compatible with Excel, IDEA Data Analysis, Power BI, JSON APIs, ACL Analytics.
Is my Credit Suisse (UBS) data safe?
Your Credit Suisse (UBS) PDF is processed in-memory only and deleted immediately after conversion. MintConvert never stores bank statement data.
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