Accountants
Bank Statement Analysis That
Imports Directly into Xero
AutoConvertPros converts UK bank statement PDFs into structured transaction data — ready to import into Xero or FreeAgent in seconds. No manual data entry, no reformatting, no wasted time.
7-day free trial · Card required, no charge during trial · Cancel anytime
Seamless Accounting Software Integration
AutoConvertPros exports transaction data in formats that import directly into your accounting software — with the correct column headers, date formats, and transaction structure already in place.
Export a Xero-compatible CSV file with correctly formatted dates, descriptions, and amounts. Import directly using Xero's bank statement import — no column remapping needed.
FreeAgent-formatted CSV export available on all paid plans. Correct column structure and date format confirmed against FreeAgent's import requirements.
Professional multi-sheet Excel workbook with summary, income breakdown, full transaction list, and risk flags sheet — ready for client reporting or further analysis.
How It Fits Into Your Workflow
AutoConvertPros is designed to eliminate the most time-consuming part of client bookkeeping — manually entering bank transactions into your accounting software.
Your client emails or shares their bank statement PDF. Works with all major UK banks — Lloyds, Barclays, HSBC, NatWest, Santander, Monzo, Starling, and more. Password-protected PDFs fully supported.
Drag and drop the PDF. Processing takes under 60 seconds. All transactions are extracted, categorised, and structured automatically.
Check the income classification, spot any unusual transactions, and review the risk flag summary. Everything is clearly presented — no hunting through raw data.
Click the export button for your accounting software. The CSV downloads immediately with the correct format for direct import.
Import the CSV using your accounting software's bank statement import feature. Transactions appear correctly mapped — ready for categorisation and reconciliation.
What Accountants Get
CSV exports formatted correctly for direct import — no column remapping or date format corrections needed.
Employment income, self-employed income, rental receipts, and benefits are all classified separately — useful for self-assessment preparation and income verification.
Transactions are matched against a library of UK merchants and categorised automatically — reducing manual coding time.
Rolling income averages and consistency scores calculated automatically — useful when preparing income summaries for mortgage applications or loan assessments.
Gambling, BNPL, and payday loan patterns identified automatically — helpful context when advising clients on financial health or creditworthiness.
All uploaded statements processed in the UK and deleted within 60 minutes. ICO registered. Safe to use with client financial data.
Frequently Asked Questions
Can I import AutoConvertPros exports directly into Xero?
Yes. AutoConvertPros generates a Xero-compatible CSV with the correct column headers, date format, and transaction structure. Download the CSV from the statement detail page and import it directly into Xero using the bank statement import feature.
Does AutoConvertPros support FreeAgent exports?
Yes. FreeAgent-compatible CSV exports are available on all paid plans. The export is formatted to match FreeAgent's import requirements including the correct date format and transaction columns.
Can I use AutoConvertPros for self-assessment income verification?
Yes. AutoConvertPros classifies income by source — employment, self-employed, benefits, and rental — and calculates monthly totals. This is useful for verifying declared income against actual bank credits during self-assessment preparation.
How does AutoConvertPros handle clients with multiple income sources?
AutoConvertPros classifies each credit transaction by income type based on merchant matching and transaction patterns. Multiple income streams are identified and reported separately — useful for clients with a mix of employment income, freelance income, and rental receipts.
Is client financial data kept confidential?
Yes. All uploaded bank statements are processed on UK servers and automatically deleted within 60 minutes. AutoConvertPros is ICO registered and GDPR compliant. No client data is retained beyond the processing window or shared with any third party.
Also useful for:
Start importing bank statements into Xero in seconds
Try AutoConvertPros free. No manual data entry, no reformatting.
7-day free trial · Card required, no charge during trial · Cancel anytime