FreeAgent import

Bank statement PDF to FreeAgent CSV

Turn a PDF, scan or photo of a bank statement into the plain CSV that FreeAgent's bank upload expects. Free preview, full export from £2.49.

Drop your statement PDFs here

Add several at once · PDFs, scans and photos accepted

Select documents

Never stored on disk
UK GDPR compliant
In-memory processing

Works withBarclaysHSBCNatWestLloydsMonzoStarlingSantanderRevolutMetro Bank+ scanned paper

Not ready to upload? Download a sample of the files you get

These are made from an example statement with made-up transactions, so you can check the layout in your own software first. Nothing is uploaded.

CSV Excel Xero QuickBooks FreeAgent Sage QIF OFX

Structured output preview

Showing the first 3 transactions from your statement.

Date	Description	Money out (£)	Money in (£)	Balance (£)
24/09/2026	B&Q CROYDON RETAIL	£142.50	–	£2310.45
25/09/2026	CLIENT INVOICE #1042	–	+£850.00	£3160.45
26/09/2026	SCREWFIX CROYDON	£38.90	–	£3121.55
27/09/2026	OCTOPUS ENERGY DD	£85.00	–	£3036.55
28/09/2026	TRAVIS PERKINS TIMBER	£215.30	–	£2821.25

11 more transactions ready to download

Unlock to see every row and export to CSV, Excel, Xero, QuickBooks or FreeAgent.

Built for UK bookkeeping

Fast, private and formatted for the tools you already use.

Zero-disk processing

Files are streamed into volatile memory and discarded after conversion. Statements and extracted transactions are never written to disk or a database.

Every export you need

Standard 5-column CSV, native .xlsx workbooks, and signed-amount formats ready for Xero, QuickBooks and FreeAgent bank feeds.

Made for sole traders

Built for self-assessment, landlord accounts and contractors working with a mix of digital statements and paper scans.

Converting statements every month?

Plans start at £9.99 a month for 30 documents, including receipts and the self-assessment helper.

View monthly plans

What the FreeAgent file looks like

Use the FreeAgent download once your statement is converted. Here are the first lines of that file, made from a sample statement with made-up transactions (10 rows in the full sample):

01/09/2026,1200.00,CLIENT INVOICE 1038 - HARRIS LTD 03/09/2026,-142.50,B&Q CROYDON RETAIL 05/09/2026,-38.90,SCREWFIX DIRECT 4412 08/09/2026,-62.40,SHELL FUEL STATION A23

Three columns in order: date, amount, description, with no header row

One amount column with a minus sign on money paid out

No quote marks, commas or line breaks in descriptions, which FreeAgent doesn't allow

Questions about FreeAgent imports

Why does the file have no header row?

FreeAgent's own guide says a CSV for bank upload must not have a header row, and must not contain quote marks or commas in the data. The FreeAgent file we make follows those rules, so descriptions have any commas and quote marks removed.

Does FreeAgent accept other formats?

Yes. FreeAgent accepts OFX and QIF statements as well as CSV, and we can produce all three.

What if I already have transactions in FreeAgent?

Start the statement the day after your last transaction. FreeAgent aims to spot duplicates and skip them, but it is safest not to overlap.

How much does it cost?

You can preview the first rows for free. A full export costs £2.49 for one statement, with a 24-hour pass and monthly plans if you have more. You do not need an account for a one-off export.

Is my statement stored?

We do not store it. Your file is held in memory only while it is converted, and it is sent securely to Google's Gemini API to read the transactions. The privacy policy explains exactly how this works.

What happens to your file

Bank statements are personal. Here is exactly how yours is handled.

Read, then forgotten

Your statement is held in memory only while it is converted. We don't write it, or what is read from it, to disk or to a database of ours.

Read by Google's paid AI service

The file is sent securely to the Google Gemini API to extract the figures. Google acts as our processor and does not use your documents to train its models.

You see a small preview first

Before you pay, your browser gets only a short preview and an encrypted copy that only our server can open. Everything else stays locked.

Your results stay with you

After unlocking, your results are kept in your browser, not on our servers. Use Start again, or clear your browser data, to remove them.

Google may keep a log of requests for up to 55 days to detect misuse. The privacy policy has the full detail.