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Bank Statement Import

Import from Any UK Bank

Upload your bank statements as CSV or PDF. We auto-detect the format, parse every transaction, and categorize them with AI. Works with all UK banks.

Start Importing Statements

Supported Banks

We auto-detect statement formats from all major UK banks. Just upload and we handle the rest.

Barclays
HSBC
Lloyds
NatWest
Santander
Monzo
Starling
Revolut
Tide
Metro Bank
TSB
Halifax
+ Any bank with CSV/PDF export

Simple & Automatic

Drag & Drop Upload

Simply drag your bank statement into AccountsOS. CSV and PDF files are automatically detected and parsed.

Auto-Detect Bank Format

We automatically detect which bank your statement is from and parse it correctly. No configuration needed.

AI Categorization

Every transaction is categorized against UK GAAP accounts. Issues like personal expenses get flagged automatically.

Instant Processing

Statements are processed in seconds. Your books are updated immediately with all transactions.

How Statement Import Works

1

Download Your Statement

Export your bank statement as CSV or PDF from your online banking.

2

Upload to AccountsOS

Drag and drop your file into AccountsOS, or use the upload button.

3

Auto-Detection

We automatically detect which bank the statement is from and parse it correctly.

4

AI Categorizes

Every transaction is categorized by AI based on the merchant and description.

AI-Powered

Smart Bank Reconciliation

Once your transactions are imported, our AI suggests matches between bank transactions and your uploaded receipts and invoices. Review and approve matches with one click.

  • AI-suggested matches with confidence scores
  • Match by date, amount, and vendor
  • One-click approve or manual matching
  • Track unreconciled items at a glance
Try Bank Reconciliation

Reconciliation Dashboard

Unreconciled12
AI Matches Found8
Reconciled156

Your Data is Safe With Us

We take data privacy seriously. Your financial information is protected with enterprise-grade security and is never used inappropriately.

Bank-Level Encryption

All data encrypted with AES-256 at rest and TLS 1.3 in transit.

AI Never Trains on Your Data

Your financial data is processed but never used to train AI models.

Never Shared or Sold

Your data stays private. We never sell or share it with third parties.

You Own Your Data

Export your data anytime. Delete your account and all data is removed.

Our AI Data Promise

We use AI to help categorize transactions and extract data from documents. Here's what we promise about how we handle your data:

  • Your data is NEVER used to train AI models
  • Your data is NEVER shared with AI providers for their use
  • Your data is processed in isolated, secure environments
  • AI only sees the minimum data needed for the task
  • All AI processing happens in real-time - we don't store copies for AI use
Read our full security & privacy practices

Import Your Bank Statements in Minutes

Automatic transaction parsing. AI categorization. Smart reconciliation.

Get Started Free