Bank guides · 4 min read
How to Convert Monzo PDF Statements to CSV
Convert a Monzo bank statement PDF into reviewable CSV rows, check the output and follow the import guide for your accounting software.
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Find help with your bank statement, your export format and the work that comes after conversion.
40 articles
Bank guides · 8 min read
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.
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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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Tax workflows · 7 min read
MTD Countdown: The Grace Period Is Over. Here's How to Get Your Bank Records Ready
The MTD grace period has ended. Here's how accountants and bookkeepers can use automated bank statement conversion to meet HMRC's digital record-keeping requirements.
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Tax workflows · 8 min read
New Tax Year 2026/27: What UK Accountants Need to Know About Bank Statement Workflows
The 2026/27 tax year brings MTD for ITSA, updated NIC thresholds, and tighter digital record-keeping rules. Here's how to prepare your bank statement workflows.
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Tax workflows · 8 min read
MTD Grace Period Is Over: How to Make Sure Your Bank Statement Workflow Is Compliant
The MTD grace period has ended. Here's how accountants and bookkeepers can validate bank statement data and build compliant digital record-keeping workflows before HMRC acts.
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Formats and imports · 9 min read
Accountable Intelligence: How AI Is Changing Bank Statement Processing Without Removing Human Control
AI-powered reconciliation in Xero and other UK accounting platforms can cut manual bank statement processing time significantly: here's how to use it safely.
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Tax workflows · 8 min read
Making Tax Digital 2026: What Accountants Need to Know About Bank Statements
MTD for ITSA goes live April 2026. Here's what accountants need to know about digital bank statement requirements, HMRC-compliant formats, and how to prepare your clients.
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Tax workflows · 9 min read
VAT Return Preparation: Getting Bank Statements Ready for HMRC
Learn how to prepare and format bank statement data for accurate VAT return submissions to HMRC, including MTD compliance and common pitfalls to avoid.
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