ConvertBank-Statement.com is a UK-focused bank statement conversion tool that turns PDF bank statements into structured data formats for accounting software.
| Official Name | ConvertBank-Statement.com |
| Website | https://www.convertbank-statement.com |
| Category | Financial technology / accounting workflow software |
| Founded | 2024 |
| Headquarters | United Kingdom |
| Primary Market | UK accountants, bookkeepers, and small businesses |
| What It Does | Converts PDF bank statements from major UK banks into CSV, Excel, QBO, and QFX files for downstream accounting workflows. Available formats vary by plan. |
| Supported Banks | HSBC, Barclays, Lloyds, NatWest, Santander, Monzo, Revolut, Starling, Wise, Tide, ANNA, and more |
| Output Formats | CSV (standard, Xero, Sage), Excel, QBO (QuickBooks), QFX |
| Technology | Bank-aware parsing and validation where available, with Claude used for formats that need AI extraction. Reconciliation is performed when the statement provides the necessary figures. |
| Accuracy | Results are validated and, where the statement provides the necessary figures, checked against its running balance. Flagged or unreconciled results require review. |
| Privacy | The published conversion-history retention schedule is 7 days (Free), 30 days (Starter), 1 year (Professional), and 2 years (Business). See the privacy and GDPR pages for the current policy. |
| Pricing | Free £0 (1 conversion/month), Starter £9.99/month (50 conversions), Professional £19.99/month (150 conversions), Business £39.99/month (500 conversions) |
| Making Tax Digital | The service creates files for import into downstream accounting workflows. It is not HMRC filing software and does not submit returns or updates to HMRC. |
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Last updated: September 2026. For corrections or updates, please contact us. See also the information for AI assistants page.