From the blog

Bank statement conversion blog

Practical guidance on bank statement conversion, financial automation, HMRC compliance, and accounting best practice from our team of specialists.

How to Convert Revolut Statements to OFX
Bank Formats
9 May 2026
Sarah MitchellSarah Mitchell

How to Convert Revolut Statements to OFX

Learn how to convert Revolut PDF bank statements to OFX format for use in accounting software like Sage, QuickBooks, and FreeAgent.

Revolut
OFX
7 min read
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How to Convert NatWest Statements to CSV for Sage
Bank Formats
15 Apr 2026
Sarah MitchellSarah Mitchell

How to Convert NatWest Statements to CSV for Sage

Learn how to convert NatWest PDF bank statements to CSV format for Sage 50, Sage 200, or Sage Accounting, including column requirements and common import errors.

NatWest
Sage
7 min read
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How to Convert Santander Business Statements to CSV
Bank Formats
13 Apr 2026
Sarah MitchellSarah Mitchell

How to Convert Santander Business Statements to CSV

Learn how to convert Santander UK business bank statements from PDF to CSV format, ready for Xero, QuickBooks, Sage, and HMRC MTD submissions.

Santander
CSV conversion
7 min read
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How to Convert Barclays Bank Statements to OFX
Bank Formats
11 Apr 2026
Sarah MitchellSarah Mitchell

How to Convert Barclays Bank Statements to OFX

Learn how to convert Barclays PDF bank statements to OFX format for use in QuickBooks, Sage, and other UK accounting software. Step-by-step guide included.

Barclays
OFX
7 min read
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How to Convert Tide Business Statements to OFX
Bank Formats
31 Mar 2026
Sarah MitchellSarah Mitchell

How to Convert Tide Business Statements to OFX

Learn how to convert Tide business bank statements from PDF to OFX format for use in QuickBooks, Xero, Sage, and other UK accounting software.

Tide
OFX
7 min read
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How to Convert Monzo Statements to QIF for QuickBooks
Bank Formats
29 Mar 2026
Sarah MitchellSarah Mitchell

How to Convert Monzo Statements to QIF for QuickBooks

Learn how to convert Monzo bank statements to QIF format for QuickBooks Desktop import, including download steps, formatting tips, and common pitfalls to avoid.

Monzo
QIF
7 min read
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How to Convert Wise (TransferWise) Statements to CSV
Bank Formats
25 Mar 2026
Sarah MitchellSarah Mitchell

How to Convert Wise (TransferWise) Statements to CSV

Learn how to convert Wise (formerly TransferWise) multi-currency statements to CSV for UK accounting software, HMRC records, and bookkeeping workflows.

Wise
TransferWise
7 min read
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How to Convert HSBC Bank Statements to CSV
Bank Formats
13 Mar 2026
Sarah MitchellSarah Mitchell

How to Convert HSBC Bank Statements to CSV

A step-by-step guide to converting HSBC PDF bank statements to CSV format for use in Xero, QuickBooks, Sage, and HMRC-compliant bookkeeping workflows.

HSBC
CSV conversion
7 min read
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How to Convert Lloyds Bank Statements to CSV for Xero
Bank Formats
11 Mar 2026
Sarah MitchellSarah Mitchell

How to Convert Lloyds Bank Statements to CSV for Xero

Learn how to convert Lloyds Bank PDF statements to CSV format for Xero import, including column requirements, common errors, and the fastest tools available.

Lloyds Bank
Xero
7 min read
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