FreeAgent takes a bank statement as a plain three-column CSV with strict rules: no header row, no commas or quote marks, one line per transaction. StatementPro writes exactly that from the PDF statement.
No credit card required · 10 free pages every month.
Any UK bank. Purpose-built readers for HSBC, Lloyds, Revolut, Starling, Tide and Allica; our AI reads the rest.
The totals and the running balance have to agree with what the bank printed. If a statement can't be checked, or doesn't tie, it says so before you import anything.
One click gives you a CSV laid out the way FreeAgent asks for it — then import it into the bank account.
No header row, as FreeAgent asks. Commas and quote marks are taken out of descriptions, and every description sits on one line.
FreeAgent needs level 6 access or above to upload a bank statement.
In FreeAgent, open the bank account and upload the CSV from StatementPro as a bank statement.
The transactions arrive in the bank account ready to explain, as with any statement upload.
Upload each statement once. If you convert several statements together, StatementPro tells you when two of them cover the same days, so the same transactions don't go in twice.
Importing a statement nobody has checked moves the problem into your ledger. StatementPro walks every transaction against the statement's own running balance and totals first, and tells you plainly when it couldn't.
Every date goes in as day/month/year. If a date can't be read without guessing — say, a statement that prints no year — the FreeAgent file isn't made, rather than landing transactions in the wrong period.
Convert several statements together and StatementPro tells you when two of them cover the same days, so the same transactions don't go in twice.
The source PDF is deleted the moment conversion completes. The structured output is kept for 90 days by default (a year, if you choose that when you sign up) and is deletable anytime.
Column A — date, day/month/year; Column B — amount to 2 decimal places, money out with a minus sign; Column C — description, with any reference added. No header row, as FreeAgent asks. Commas and quote marks are taken out of descriptions, and every description sits on one line.
Check your access: FreeAgent needs level 6 access or above to upload a bank statement. Upload the file: In FreeAgent, open the bank account and upload the CSV from StatementPro as a bank statement. Explain the transactions: The transactions arrive in the bank account ready to explain, as with any statement upload. Upload each statement once. If you convert several statements together, StatementPro tells you when two of them cover the same days, so the same transactions don't go in twice.
Any UK bank statement PDF. HSBC, first direct, Lloyds, Revolut, Starling, Tide and Allica have purpose-built readers; every other bank is read by our AI and checked the same way. Statements that are scanned or photographed are read too, and marked for a closer look.
Convert them together and download each statement's FreeAgent file. Each file is one statement for one bank account, so it always goes into the right account.
The free tier converts 10 pages a month, no credit card required. Paid plans start at £29/month with pooled page allowances and no per-seat charges.
Also ready for Xero, QuickBooks and Sage.
Built for UK accountants, bookkeepers and finance professionals.
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