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.

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Read-only. AccountsOS never moves your money.

accounts-os.com/bank-import

Import StatementLive

Uploaded statements from both my Lloyds accounts

FImported both, matched the recurring payments, and flagged one as a possible duplicate.

FFinn consolidated two accounts into one clean ledger.

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.

Start free trial

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