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Find help with your bank statement, your export format and the work that comes after conversion.

13 articles in Better workflows

Better workflows · 8 min read

UK Payments Initiative and cVRP: What Accountants Need to Know About Open Banking in 2026

The UK Payments Initiative launches commercial variable recurring payments (cVRP), reshaping how accountants and bookkeepers access bank data and automate reconciliation.

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Better workflows · 7 min read

XeroForce and Automated Bank Statement Processing: What Accountants Need to Know

XeroForce is Xero's new no-code AI agent builder that automates repetitive financial workflows. Here's how accountants can use it to cut bank statement processing time.

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Better workflows · 8 min read

From Promise to Practice: What the FCA's Smart Data Accelerator Means for Accountants and Small Businesses

The FCA's Smart Data Accelerator is shaping open finance policy in the UK. Here's what it means for accountants, bookkeepers, and small businesses managing bank data in 2026.

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Better workflows · 8 min read

Bringing Accounting Tech to the Top Table: Why Connectivity is the New Compliance

Open banking and bank connectivity are no longer optional extras for UK accountants. Learn how automated bank data access strengthens HMRC compliance and cuts manual processing time.

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Better workflows · 8 min read

What is a Deposit in Transit? Meaning and Role in Bank Reconciliation

Learn what deposits in transit are, why they cause reconciliation differences, and how to handle them accurately when matching bank statements to your accounting records.

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Better workflows · 9 min read

Bank Statement Data Validation: A Complete Checklist

A practical checklist for validating converted bank statement data before importing to Xero, QuickBooks or Sage, covering balances, date formats, duplicate detection and more.

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Better workflows · 8 min read

How to Batch Convert Multiple Bank Statements at Once

Learn how to batch convert multiple bank statements to CSV or Excel at once, saving hours of manual work for accountants and bookkeepers.

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Better workflows · 7 min read

Open Banking vs PDF Conversion: Which Is Better for Accountants?

Compare Open Banking API connections with PDF statement conversion to find the best method for accessing client bank data as a UK accountant or bookkeeper.

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Better workflows · 8 min read

Why Embedded Accounting Is Moving Up the Agenda for Banks and Fintechs

Embedded accounting is changing how UK banks and fintechs deliver financial tools to SMEs. Learn what it means for accountants, bookkeepers, and bank-to-accounting workflows.

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