Works with all UK banks

Convert UK Bank Statements to CSV & Excel

Upload your bank statement PDF from Barclays, HSBC, Lloyds, NatWest, Wise or any UK bank — get a clean CSV or Excel file with every transaction extracted in seconds.

Xero & FreeAgent compatible GBP currency support MTD compliant exports

How to Convert a UK Bank Statement to CSV

Three steps. No software to install. Works with any UK bank.

1

Upload Your PDF

Upload your bank statement PDF from Barclays, HSBC, Lloyds, NatWest, Wise, Monzo, Starling, or any UK bank.

2

AI Extracts Transactions

Our AI reads every transaction, handles DD/MM/YYYY dates and GBP amounts, and categorises each entry automatically.

3

Download CSV or Excel

Get a structured file ready to import into Xero, FreeAgent, Sage, QuickBooks, or any accounting software used in the UK.

Supported UK Banks

Our AI adapts to any UK bank statement format automatically — high street banks, building societies, and digital banks alike.

Barclays
HSBC UK
Lloyds Bank
NatWest
Santander UK
Nationwide
Halifax
TSB
Wise
Monzo
Starling Bank
Revolut
Metro Bank
Virgin Money
Co-operative Bank
Clydesdale Bank
Yorkshire Bank
Tesco Bank
First Direct
Bank of Scotland
RBS
Ulster Bank
Handelsbanken UK
Triodos UK
Atom Bank
Chase UK
Aldermore
Shawbrook Bank
Skipton Building Society
Leeds Building Society
Coventry BS
Yorkshire BS

And every other UK bank, building society, and fintech. If your bank issues PDF statements, StatementKit can convert them.

Import Into Your Accounting Software

StatementKit's CSV output is formatted for direct import into the accounting tools UK businesses use.

Xero

Xero

The most popular cloud accounting software in the UK. Import your CSV directly for bank reconciliation with properly formatted GBP amounts and UK dates.

FA

FreeAgent

Popular with UK freelancers and contractors. Import bank statements as CSV for automatic expense categorisation and MTD VAT returns.

Sage

Sage

Widely used by UK accountants and businesses. Import bank transactions into Sage Business Cloud, Sage 50, or Sage Accounting for reconciliation.

QB

QuickBooks

QuickBooks Online UK edition. Upload the CSV directly to import bank transactions for reconciliation and VAT reporting.

XL

Microsoft Excel

Open the CSV in Excel for analysis, pivot tables, and custom reporting. Need native .xlsx? Try our Excel export.

GS

Google Sheets

Import the CSV into Google Sheets for collaborative analysis and cloud-based access from anywhere.

Why Convert UK Bank Statements to CSV?

UK banks like Barclays, HSBC, Lloyds, and NatWest provide statements as PDFs — locked documents that can't be imported into accounting software. Whether you're a bookkeeper managing client accounts, a sole trader preparing for Self Assessment, or a limited company director handling VAT returns, you need that data in a structured format.

Making Tax Digital (MTD) Compliance

HMRC's Making Tax Digital programme requires businesses to maintain digital records. Converting bank statements to CSV makes it easy to import transactions into MTD-compatible software like Xero, FreeAgent, or Sage. StatementKit's AI automatically categorises transactions, helping you stay compliant with less manual effort.

Handles UK Date and Currency Formats

UK bank statements use DD/MM/YYYY dates and GBP amounts with the pound sign (£). StatementKit correctly parses these formats and standardises them for clean import into any accounting software — no manual reformatting needed.

Digital Banks and Multi-Currency Accounts

The UK has a thriving fintech scene — Wise, Monzo, Starling, and Revolut all issue PDF statements. StatementKit handles these alongside traditional high street bank statements. For multi-currency accounts like Wise, each currency's transactions are extracted accurately.

UK Bank Statement Conversion — FAQ

Common questions about converting UK bank statements.

Which UK banks are supported?
StatementKit works with all UK banks including Barclays, HSBC, Lloyds, NatWest, Santander UK, Nationwide, Halifax, TSB, Wise, Monzo, Starling, Revolut, Metro Bank, Virgin Money, Co-operative Bank, and every building society.
Does it handle UK date formats (DD/MM/YYYY)?
Yes. UK bank statements use the DD/MM/YYYY date format. StatementKit automatically recognises this and converts dates to YYYY-MM-DD for standardised import into accounting software.
Can I import the CSV into Xero?
Yes. StatementKit's CSV is formatted for direct import into Xero. The columns (Date, Description, Amount) map to Xero's bank statement import format. Dates and amounts are properly formatted for UK Xero accounts.
Does it work with FreeAgent?
Yes. FreeAgent accepts CSV bank statement imports. Upload the converted file to automatically import transactions for expense tracking and Self Assessment reporting.
Is this useful for Making Tax Digital (MTD)?
Yes. MTD requires digital record-keeping. Converting bank statements to CSV lets you import transactions into MTD-compatible software. StatementKit automatically categorises income, expenses, and VAT-eligible transactions.
How does it handle GBP amounts?
StatementKit correctly parses British Pound amounts including pound signs, commas as thousands separators, and properly separates debits and credits from UK bank statement formats.
Can it convert Wise multi-currency statements?
Yes. Wise (formerly TransferWise) issues statements with multiple currencies. StatementKit extracts transactions from all currencies in a Wise statement, maintaining the original currency for each transaction.
Is it free?
Yes. The free plan includes 5 conversions per month. No credit card required. Pro ($19/month) offers 100 statements, and Enterprise ($79/month) offers unlimited conversions.
How accurate is the conversion?
StatementKit uses AI to achieve 99%+ accuracy. The AI understands different UK bank layouts, direct debit references, standing order formats, Faster Payment details, and other UK-specific transaction types.
Is my data secure?
All uploads are encrypted with TLS 1.3. We process your statement and do not retain the original PDF after extraction. Your financial data is never sold or shared. We comply with UK data protection regulations.

Related Resources

Stop manually typing bank transactions

Upload your UK bank statement PDF and get a clean CSV in seconds. Import directly into Xero, FreeAgent, or Sage. Free to start.

Convert Your UK Statement Free