Convert UK bank statements to CSV, Excel & your accounting software

Built for the way UK professionals actually work

DocumePro is used by UK solicitors, accountants, bookkeepers and finance teams to process the documents that matter most: bank statements, invoices, engagement letters, tenancy agreements, KYC packs and disclosure bundles.

Every workflow is tuned for UK conventions — DD/MM/YYYY dates, £ currency, HMRC and Companies House formats, and the specific quirks of HSBC, Barclays, Lloyds, NatWest, Santander, Monzo and Starling statement PDFs.

What you can do in DocumePro

Convert PDF bank statements from any UK bank into Xero, QuickBooks and Sage-ready CSV or Excel — every transaction, date and running balance mapped to the columns each package expects, reconciled to the penny against the original statement.

Extract tables and figures from PDF statements, invoices and receipts into clean spreadsheets, and use the supporting PDF tools — merge, split, compress, PDF to Excel and Word — to prepare the documents around a client's books.

Popular starting points

Bank statement converters: HSBC, Barclays, Lloyds, NatWest, Santander, Monzo, Starling, Halifax and Nationwide — see the UK bank statement converters hub.

Accounting exports: convert statements straight to Xero, QuickBooks and Sage import formats, ready for VAT and Self Assessment.

PDF essentials for accounts prep: merge, split, compress, PDF to Excel, PDF to Word, Word to PDF, Excel to PDF.

Frequently asked questions

How do I convert a bank statement to CSV or Excel?

Download the statement as a PDF from your online banking, upload it to DocumePro and choose CSV or Excel. Every transaction, date and balance is extracted and reconciled to the original statement — no signup needed for your first file.

Which UK banks does DocumePro support?

All major UK banks — Barclays, HSBC, Lloyds, NatWest, Santander, Nationwide, Halifax, TSB, Monzo, Starling and Revolut. Each bank's quirks (split money-in/out columns, wrapped references, two-line descriptions) are handled automatically.

Can I import the file into Xero, QuickBooks or Sage?

Yes. DocumePro outputs the exact column layout and DD/MM/YYYY date format Xero, QuickBooks and Sage expect, so the statement imports first time without remapping.

Is DocumePro free?

Your first conversion is free with no signup. For regular use there is a £9.99 24-hour Day Pass and a £39.99/month Professional plan with unlimited conversions and batch upload.

Is it safe to upload a client bank statement?

Yes. Files are encrypted in transit and at rest, processed on UK/EU infrastructure and permanently deleted within 60 minutes under our Non-Persistence Guarantee. Nothing is used to train AI models.