United Kingdom ยท Bank statement

Convert UK Bank Statements to CSV and Excel

Convert UK Bank Statements to CSV and Excel

Turn PDF statements from UK banks into clean CSV, Excel, or QBO files you can import into Xero, QuickBooks, and Sage. Built for UK bookkeepers and accountants who are done re-keying transactions by hand.

Turn PDF statements from UK banks into clean CSV, Excel, or QBO files you can import into Xero, QuickBooks, and Sage. Built for UK bookkeepers and accountants who are done re-keying transactions by hand.

CSV, Excel & QBO on every plan

Same statement, same result

Cloud files deleted within 24 hours

Try the desktop app free, unlimited on paid plans

Try 5 pages free, no account needed.

Upload Wells Fargo bank statement to Docubrew

Drop your bank statement PDF

Click to add or drag and drop to get started

Upload Wells Fargo bank statement to Docubrew

Drop your bank statement PDF

Click to add or drag and drop to get started

Upload Wells Fargo bank statement to Docubrew

Drop your bank statement PDF

Click to add or drag and drop to get started

current-account-statement-may.pdf

Page 2 of 4

Date

Description

Money out

Money in

03 May

Faster payment, Invoice 1042

1,250.00

06 May

Direct debit, Office rent

850.00

09 May

Card payment, Stationery

42.60

3 transactions ready to download

2026-05-03,"Faster payment, Invoice 1042",,1250.00 2026-05-06,"Direct debit, Office rent",850.00, 2026-05-09,"Card payment, Stationery",42.60,

The Problem

Why bookkeepers keep a converter handy

Why bookkeepers keep a converter handy

Bank feed sync failure illustration

The Feed Breaks, or Misses Things

You're closing a client on Friday and the bank feed stops syncing, or it drops a transaction that posted later at a different amount. The PDF statement is the actual record. The feed is only an approximation.

Manual transaction entry illustration

Still Typing Transactions by Hand?

A new client hands over a year of PDF statements and you start re-keying them into a spreadsheet. It takes hours, and one wrong digit throws off the whole reconciliation. Most tools that fix this ask you to upload client data to someone else's servers, with no say in how long it stays there.

Security shield illustration for Docubrew showing client bank statement data stays with the bookkeeper, not on external servers

Your clients' data stays where it belongs

Local desktop processing

Desktop processing on your own computer

Try the Windows desktop app on 5 pages free, with no account. On every paid plan it's unlimited, statements are processed on your own computer, and you pick desktop or cloud for each job

Secure cloud conversion

Encrypted cloud conversion

Files are encrypted on upload and deleted automatically within 24 hours. Nothing is kept after that.

Rule-based deterministic parsing

Same statement, same result

Your data is processed without AI, so the same statement always produces the same output. Nothing is sent to a model for training.

How it works

Convert a UK bank statement in three steps

Docubrew turns a PDF statement from your bank into clean, importable data.

Uploading a Wells Fargo PDF statement to Docubrew

Upload your PDF Statement

Drag in a single monthly statement, or batch several at once.

Selecting pages from a Wells Fargo statement

Select the Pages You Need (Optional)

Preview every page and pick only the ones with transactions. Skip cover pages, disclosures, and summaries.

Downloading the converted CSV file

Download CSV, Excel, or QBO.

Amounts keep the column layout your statement uses, and wrapped descriptions are put back together. Check the rows in the preview before anything reaches your books.

Output

What you get: clean CSV, Excel, or QBO

Docubrew exports your transactions as a CSV or Excel file with one row per transaction, or as a QBO file for QuickBooks. Each row carries the fields you reconcile against:

Transaction date

Description / payee (put back together when it wraps)

Amount (in the same column layout as your statement)

Running / ending balance

Cheque number (when present)

Account number and statement period

Import it where you keep the books

  • Xero: Upload the CSV with Import a Statement and match its columns to Xero's fields.

  • QuickBooks Online: Upload the QBO file from Bank transactions. It's the file type Intuit suggests for uploads.

  • Sage Accounting: Import the CSV or Excel file through Sage's bank statement import. The columns already match Sage's template.

Or open the CSV or Excel file in Excel or Google Sheets. Every export is a file you import, not a live connection, so you decide what goes into the books. Every format is included on every plan.

Who it's for

Built for the people who live in bank statements

Wherever PDF statements pile up, Docubrew turns them into sortable data.

Bookkeepers and firms onboarding a client's year of bank statement PDFs and reconciling faster

Bookkeepers and accounting firms

Onboard a new client's year of statements and reconcile in a fraction of the time.

Bookkeepers and firms onboarding a client's year of bank statement PDFs and reconciling faster

Bookkeepers and accounting firms

Onboard a new client's year of statements and reconcile in a fraction of the time.

Small business owners tracking cash flow from converted bank statement data

Catch-up and cleanup work

Bring months of missing transactions into the books when the feed never covered them.

Small business owners tracking cash flow from converted bank statement data

Catch-up and cleanup work

Bring months of missing transactions into the books when the feed never covered them.

Structured, sortable bank statement records for tax filing and deductions

Making Tax Digital catch-up

Get months of PDF statements into a client's bookkeeping software as transaction data, instead of typing them in.

Structured, sortable bank statement records for tax filing and deductions

Making Tax Digital catch-up

Get months of PDF statements into a client's bookkeeping software as transaction data, instead of typing them in.

PDF bank statements turned into analyzable data for year-end and audit support

Year-end and accountant handover

Turn formal PDF statements into data you can sort, filter, and check.

PDF bank statements turned into analyzable data for year-end and audit support

Year-end and accountant handover

Turn formal PDF statements into data you can sort, filter, and check.

Pricing

Start free, pay when you need more

Anonymous

Always free. Quick conversions with no signup.

5 free pages total, no account needed

Cloud conversion, or the desktop app

Files auto-deleted within 24 hours

Free Account

Get a free account for more free pages each day.

7 cloud pages per day

Cloud conversion

Files auto-deleted within 24 hours

Docubrew Starter plan badge: desktop-first bank statement conversion

Starter

For a few clients a month, mostly converted on your own PC.

$15.90

$11.13

/ month

billed monthly

-30%

Desktop app for Windows

Unlimited local conversions, nothing uploaded

Cloud conversion

240 cloud pages per month

Batch processing (convert many files at once)

Priority on new bank requestsPriority on new bank requests

Files auto-deleted within 24 hours

Docubrew Pro plan badge: desktop and high-volume cloud bank statement conversion

Pro

For a full client load, including lots of work in the browser.

$34.90

$24.43

/ month

billed monthly

-30%

Recommended

Cloud conversion

600 cloud pages per month

Desktop app for Windows

Unlimited local conversions, nothing uploaded

Batch processing (convert many files at once)

Priority on new bank requests

Files auto-deleted within 24 hours

Prices in US dollars, with 30% off monthly billing. Annual billing saves 45%, see the pricing page. Every plan includes CSV, Excel, and QBO. Plans run month to month, so you can subscribe for one cleanup job and cancel after.

If a statement converts wrong, we'll convert it for you for free.

Anonymous

Always free. Quick conversions with no signup.

5 free pages total, no account needed

Cloud conversion, or the desktop app

Files auto-deleted within 24 hours

Free Account

Get a free account for more free pages each day.

7 cloud pages per day

Cloud conversion

Files auto-deleted within 24 hours

Docubrew Starter plan badge: desktop-first bank statement conversion

Starter

For a few clients a month, mostly converted on your own PC.

$15.90

$11.13

/ month

billed monthly

-30%

Desktop app for Windows

Unlimited local conversions, nothing uploaded

Cloud conversion

240 cloud pages per month

Batch processing (convert many files at once)

Priority on new bank requestsPriority on new bank requests

Files auto-deleted within 24 hours

Docubrew Pro plan badge: desktop and high-volume cloud bank statement conversion

Pro

For a full client load, including lots of work in the browser.

$34.90

$24.43

/ month

billed monthly

-30%

Recommended

Cloud conversion

600 cloud pages per month

Desktop app for Windows

Unlimited local conversions, nothing uploaded

Batch processing (convert many files at once)

Priority on new bank requests

Files auto-deleted within 24 hours

Prices in US dollars, with 30% off monthly billing. Annual billing saves 45%, see the pricing page. Every plan includes CSV, Excel, and QBO. Plans run month to month, so you can subscribe for one cleanup job and cancel after.

If a statement converts wrong, we'll convert it for you for free.

Anonymous

Always free. Quick conversions with no signup.

5 free pages total, no account needed

Cloud conversion, or the desktop app

Files auto-deleted within 24 hours

Free Account

Get a free account for more free pages each day.

7 cloud pages per day

Cloud conversion

Files auto-deleted within 24 hours

Docubrew Starter plan badge: desktop-first bank statement conversion

Starter

For a few clients a month, mostly converted on your own PC.

$15.90

$11.13

/ month

billed monthly

-30%

Desktop app for Windows

Unlimited local conversions, nothing uploaded

Cloud conversion

240 cloud pages per month

Batch processing (convert many files at once)

Priority on new bank requestsPriority on new bank requests

Files auto-deleted within 24 hours

Docubrew Pro plan badge: desktop and high-volume cloud bank statement conversion

Pro

For a full client load, including lots of work in the browser.

$34.90

$24.43

/ month

billed monthly

-30%

Recommended

Cloud conversion

600 cloud pages per month

Desktop app for Windows

Unlimited local conversions, nothing uploaded

Batch processing (convert many files at once)

Priority on new bank requests

Files auto-deleted within 24 hours

Prices in US dollars, with 30% off monthly billing. Annual billing saves 45%, see the pricing page. Every plan includes CSV, Excel, and QBO. Plans run month to month, so you can subscribe for one cleanup job and cancel after.

If a statement converts wrong, we'll convert it for you for free.

FAQ

Answers to your questions

Can I use it to catch up on Making Tax Digital records?

Docubrew isn't Making Tax Digital software, and it doesn't send anything to HMRC. It turns PDF bank statements into CSV, Excel, or QBO files, so you can import the transactions into the accounting software you keep your records in, instead of typing them in. Check the rows before you rely on them.

How is Docubrew different from other bank statement converters?

Many converters are cloud-only, and some use AI to read your statements. Docubrew processes your data without AI, so the same statement always gives the same result, and on every paid plan you choose desktop or encrypted cloud for each job.

How much does it cost? Is there a free trial?

There's no time-limited trial. Instead you can convert 5 pages free without an account, or create a free account for 7 cloud pages a day. Every paid plan includes the desktop app with unlimited desktop conversions. Starter includes 240 cloud pages a month and Pro includes 600. Plans are month to month. See pricing for current prices.

Do you convert credit card statements?

Not yet. Docubrew handles deposit-account statements, meaning current and savings accounts. If you need credit card support, email support@docubrew.com so we can gauge demand.

Can it convert scanned statements?

Not yet. Docubrew processes text-layer (native digital) PDFs, the kind you download from online banking. Scanned and image-based PDF support is on the roadmap. If that's blocking you, email support@docubrew.com and we'll tell you when it ships.

What if a statement converts wrong?

Every conversion ends with a preview, so you can check the rows before anything reaches your books. If a statement still converts wrong, we'll convert it for you for free.

Is it safe to convert client bank statements here?

With the cloud option, every file is encrypted on upload and deleted automatically within 24 hours. You can also try the Windows desktop app on 5 pages free, with no account. On every paid plan it's unlimited, and statements are processed on your own computer, so nothing is uploaded at all.

Does it work with Xero, QuickBooks, and Sage?

Yes, through file import. Each one has a bank statement import that takes a file type Docubrew exports, and for QuickBooks you use the QBO file. It's a file you import, not a live connection, so you decide what goes into the books.

Which UK banks does Docubrew support?

Docubrew supports many UK banks, with detailed guides for Barclays, HSBC, Lloyds, NatWest, and Santander. See the bank directory for the guides. You can check the result with your own statement for free: 5 pages with no account, or 7 cloud pages a day with a free account. If a statement converts wrong, we'll convert it for you for free.

How do I convert a UK bank statement to CSV or Excel?

Upload the PDF statement to Docubrew, let it extract every transaction, and download the result as CSV, Excel, or a QBO file for QuickBooks. You can check the rows in a preview before you download.

Security shield illustration for Docubrew showing client bank statement data stays with the bookkeeper, not on external servers

Banks in other countries

Docubrew currently supports banks in the US, the UK, and Australia. If you need a bank somewhere else, email support@docubrew.com and tell us which one.

Isometric illustration showing Docubrew workflow with PDF bank statements being converted to CSV files

Stop re-keying UK bank statements

CSV, Excel, or QBO in minutes, ready to import into Xero, QuickBooks, and Sage.

Try 5 pages free, no account needed.

Isometric illustration showing Docubrew workflow with PDF bank statements being converted to CSV files

Stop re-keying UK bank statements

CSV, Excel, or QBO in minutes, ready to import into Xero, QuickBooks, and Sage.

Try 5 pages free, no account needed.

Isometric illustration showing Docubrew workflow with PDF bank statements being converted to CSV files

Stop re-keying UK bank statements

CSV, Excel, or QBO in minutes, ready to import into Xero, QuickBooks, and Sage.

Try 5 pages free, no account needed.