1,384,083 transactions converted

Six months of statements.
One minute of work.

Upload a PDF from any UK bank, one page or two hundred. You get a clean spreadsheet, every line checked against the running balance and coded to accounting categories, ready for Xero, QuickBooks or Excel.

  • No card required
  • Under a minute
  • GDPR-compliant

Drop your statement here

PDF up to 10MB, or click to browse

Example output

TESCO STORES 3021

04 MarFood & Drink

-£24.50

FASTER PAYMENT - INVOICE 0042

05 MarSales/Revenue

+£2,450.00

DD - EDF ENERGY

06 MarUtilities

-£86.20

Works with every major UK bank

HSBCLloydsBarclaysNatWestSantanderTSBNationwideVirgin MoneyMetro BankMonzoStarlingRevolutHalifaxFirst DirectCo-operative BankHandelsbankenAldermoreTideANNA MoneyCashplusRBSUlster BankBank of ScotlandYorkshire BankClydesdale

How it works

Three steps. No retyping.

Upload your statement

Drop in a PDF from your bank. Every major UK bank is recognised automatically, from Barclays and HSBC to Monzo and Starling.

statement_march.pdf

PDF · up to 10MB

Every line, checked

The converter reads every date, description and amount, then checks the result against your statement’s running balance. Anything that doesn’t add up is flagged, never buried.

CARD PAYMENT - PRET A MANGER
-£6.40
FASTER PAYMENT - INVOICE 118
+£840.00
DD - BRITISH GAS
-£92.13
Running balanceReconciled

Download and get on with it

Take your transactions as CSV, Excel or QBO, ready for Xero, QuickBooks or Sage. Review and edit them first if you like.

CSV
Excel
QBO

Ready for Xero, QuickBooks and Sage

Why convertbank

Built for people who check the numbers

Accountants, bookkeepers and business owners do not need magic. They need the right numbers, in the right columns, coded to the right categories, every time.

01

Checked against the running balance

Every statement is reconciled line by line: opening balance plus money in, minus money out, must equal the closing balance. A row that breaks the chain gets flagged for review instead of slipping quietly into your accounts.

02

Categorised like an accountant

Each transaction is coded against a 27-category UK chart, from Bank Charges and Travel to Sales and Drawings, the moment it is parsed. You get a P&L view when the statement lands, not after an afternoon of manual tagging.

03

Readers built for UK banks

Dedicated parsers for Barclays, HSBC, Lloyds, Monzo, Revolut, NatWest, Santander and more, with an AI reader for the long tail, including the digital banks that change their layouts every quarter.

04

Review everything before it ships

Every conversion opens in an editable table. Fix a description, recode a category, add a missing row, then export. Nothing lands in your accounts that you have not looked at.

05

Files your software accepts first time

Typed, dated columns in the shape Xero, QuickBooks and Sage expect. CSV on every plan; Excel, QBO and QFX from Professional up.

Pricing

Pay for conversions, nothing else

Every plan reads every UK bank and categorises every transaction. The only question is how many statements you convert a month.

Free

Try the full pipeline on one statement

£0.00forever
  • 1 conversion/month
  • 50 transactions per conversion
  • CSV export only
  • AI transaction categorisation
  • Email support
  • 7-day data retention
  • Access to all UK banks

Starter

For sole traders and side businesses

£9.99/month
  • 50 conversions/month
  • CSV export only
  • AI transaction categorisation
  • Email support
  • 30-day data retention
  • Access to all UK banks
Most popular

Professional

For bookkeepers and growing firms

£19.99/month
  • 150 conversions/month
  • All export formats (CSV, Excel, QBO, QFX)
  • Priority email support
  • 1-year data retention
  • QuickBooks/Xero integration
  • Access to all UK banks
  • AI transaction categorisation

Business

For practices converting at volume

£39.99/month
  • 500 conversions/month
  • All Professional features
  • API access
  • Dedicated support
  • 2-year data retention
  • Advanced analytics
  • Batch processing

A plan for organisations

Running a practice, a finance team or serious volume? Tell us what you need and we will shape a plan around it.

Contact sales
  • Volume pricing on conversions
  • Custom limits and retention
  • Onboarding for your whole team
  • A named support contact
  • Invoiced billing
  • Security review support

Ready to convert your statements?

Upload a PDF bank statement and download it as a clean CSV in under a minute.

Start free
  • Free to try, no card required
  • Converted in under a minute
  • GDPR-compliant UK processing