Integration

Barclays statements, read properly.

Import a Barclays CSV or PDF statement and Finn parses even the cryptic transaction descriptions Barclays is known for, across multiple accounts, with direct debits, standing orders and cheques all recognised and categorised.

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Read-only. AccountsOS never moves your money.

accounts-os.com/bank-import

Import StatementLive

Uploaded my Barclays PDF statement

FParsed 44 transactions, including 3 standing orders and a cheque, all categorised.

FFinn read the PDF Barclays sends you, not just a CSV.

What comes across

CSV and PDF statement import from Barclays

AI parsing of Barclays transaction descriptions

Support for multiple Barclays accounts

Direct debit and standing order tracking

Cheque payment reconciliation

Legacy transaction format support

How it works

Connect Barclays once, then stop thinking about it.

Import your Barclays Business statements into AccountsOS

Download your statement

Log into Barclays Online Banking and download your business account statement as a CSV or PDF file.

Upload to AccountsOS

Import the file into AccountsOS. Our AI recognises Barclays format and extracts all transaction details correctly.

Approve categorisations

Review the AI's suggested categories. The system learns Barclays' merchant descriptions to improve accuracy over time.

Why it's worth it

Modern AI accounting with traditional banking

No need to switch banks for better bookkeeping

Automatic categorisation of regular payments

Professional reports from Barclays data

Simple import process for all statement types

FAQ

The questions people ask first

What Barclays statement formats does AccountsOS support?

AccountsOS supports both CSV and PDF statements from Barclays Online Banking. CSV is preferred for faster processing, but our AI can read PDF statements if needed.

How does AccountsOS handle Barclays' transaction descriptions?

Barclays descriptions can be cryptic. Our AI is trained to decode Barclays-specific formats, extracting merchant names and payment types from even abbreviated descriptions.

Can I import Barclays statements from previous years?

Yes. Import historical statements to build a complete financial picture. AccountsOS processes them in chronological order to maintain accurate running balances.

Does AccountsOS support Barclays Business Credit Cards?

Yes. Import your Barclays business credit card statements alongside your current account. All transactions are categorised and included in your financial reports.

Bring Barclays into AccountsOS.

14-day free trial, then £20 a month.

Start free trial

Already have an account? Connect Barclays in Settings, Integrations.