Convert a bank statement to FreeAgent CSV
- Works with all 12 major UK banks
- Files deleted within 1 hour
- No signup for your first file
- UK GDPR & ICO-aligned processing
- TLS in transit, AES-256 at rest
Convert PDF bank statements into FreeAgent's dated three-column CSV upload format.
How it works
- Upload Statement PDF — Any major UK bank layout
- Map to FreeAgent — Date, Amount, Description in FreeAgent's order
- Upload to FreeAgent — Banking → account → More → Upload a Statement
Key benefits
- Matches FreeAgent's three-column dated CSV upload specification
- Signed Amount column so money in and money out import correctly
- UK date format retained end to end
- Ideal for sole traders and small limited companies without a bank feed
- Works across UK high-street banks and challengers
- Files auto-deleted after 1 hour
Common use cases
- Sole trader bookkeeping in FreeAgent
- Backfilling history when a FreeAgent bank feed is connected mid-year
- Self Assessment preparation for freelancers
Frequently asked questions
- Is Bank Statement to FreeAgent CSV free to use?
- Yes — your first conversion is free with no signup. For heavier use, DocumePro offers a £9.99 24-hour Day Pass and a £39.99/month Professional plan with unlimited conversions.
- Are my files kept after I use Bank Statement to FreeAgent CSV?
- No. Every uploaded file is permanently deleted from DocumePro servers within 60 minutes under our Non-Persistence Guarantee. Nothing is retained, shared, or used to train AI models.
- Do I need to install any software?
- No — Bank Statement to FreeAgent CSV runs entirely in your browser. There's nothing to install and no plug-in required. It works on Windows, macOS, iOS and Android.
- Is DocumePro suitable for UK legal, finance and accounting teams?
- Yes. DocumePro is UK GDPR-aligned, hosted on UK/EU infrastructure, and built specifically for solicitors, accountants, bookkeepers and finance teams that handle sensitive client documents.
More UK bank statement converters
Start from the UK bank statement converters hub to see every bank and accounting-software export in one place.
Popular next steps
- convert a Barclays statement to CSV
- convert an HSBC statement to CSV
- convert a Lloyds statement to CSV
- convert a NatWest statement to CSV
By UK bank
- convert a Barclays statement to CSV
- convert an HSBC statement to CSV
- convert a Lloyds statement to CSV
- convert a NatWest statement to CSV
- convert a Santander statement to CSV
- convert a Nationwide statement to CSV
- convert a Halifax statement to CSV
- convert a TSB statement to CSV
- convert a Co-operative Bank statement to CSV
- convert a Monzo statement to CSV
- convert a Starling statement to CSV
- convert a Revolut statement to CSV
By accounting software
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Go further with your financial documents
Converting the file is step one. These DocumePro surfaces read, verify and reuse the same documents once they are out of PDF.
- Document Intelligence Hub — Eight specialist agents read UK compliance, finance, ESG and legal documents and return structured findings.
- PDF authenticity & tamper check — Detect post-signing edits, incremental saves and altered page objects.
- Hidden metadata report — See the author, device, edit history and revision traces buried in a file.
- DocFill client onboarding forms — Extract details from passports, bills and IDs and auto-fill your own client forms and templates.
Upload your file above to start — the first conversion is free, and every file is deleted within 60 minutes.