Integration
Lloyds statements, consolidated and categorised.
Import Lloyds Business or Commercial Banking statements across multiple accounts, and Finn recognises recurring payments and direct debits so your books read as a business, not a pile of bank lines.
Read-only. AccountsOS never moves your money.
What comes across
CSV import from Lloyds Business
Lloyds Commercial Banking support
Direct debit management
Recurring payment recognition
Multi-account consolidation
Historical statement processing
How it works
Connect Lloyds once, then stop thinking about it.
Import Lloyds Business statements for AI-powered accounting
Download from Lloyds
Access Lloyds Business Banking online, navigate to your account, and download your statement as a CSV file.
Upload the file
Drop your Lloyds CSV into AccountsOS. The system automatically recognises Lloyds format and imports all transactions.
Verify and approve
Review AI-suggested categories, verify key transactions, and your books are updated in minutes.
Why it's worth it
AI accounting for traditional banking
Automatic recognition of Lloyds formats
Faster month-end reconciliation
Professional financial reports
Time saved on manual bookkeeping
FAQ
The questions people ask first
Does AccountsOS work with all Lloyds business account types?
Yes. AccountsOS supports Lloyds Business Account, Lloyds Commercial Banking, and Lloyds Business Credit Cards. All statement formats are recognised and parsed correctly.
How do I get CSV statements from Lloyds?
Log into Lloyds Business Banking, select your account, and click 'Download transactions'. Choose CSV format and your date range. The file downloads immediately.
Can AccountsOS handle Lloyds direct debits?
Yes. Direct debits are imported with full reference details. The AI recognises common direct debit payees and categorises them correctly.
What about Lloyds Cardnet merchant payments?
Cardnet deposits appear as income in your Lloyds statement. AccountsOS categorises these as sales revenue and can help match them to individual transactions if needed.
Bring Lloyds into AccountsOS.
14-day free trial, then £20 a month plus VAT.
Already have an account? Connect Lloyds in Settings, Integrations.