Statement Sort @StatementSort
Turn UK bank statement PDFs into tidy Excel, CSV or Google Sheets in seconds. Built for sole traders, landlords and MTD. statementsort.co.uk Joined October 2026-
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UK banks mostly give you a CSV for recent months only. Anything older is a PDF. Copying it into Excel by hand is how a Sunday disappears.
@Datamaticsbpm Four cycles a client is where the time goes. Curious what firms are doing about clients who only send PDF statements. That's the bit we're building for.
@BradshawJohnson Six months goes quick. Best bit of prep is picking how you'll keep records, then sticking to it.
@Carbon_Acc Sensible advice. Even just keeping the bank statements somewhere tidy each month makes April 2027 much less painful.
@ACAPLTD The "check your records" bit is the real job. If you've got months of PDF statements, getting them into a spreadsheet early takes the panic out of it.
@HMRCgovuk Handy tip if your records live in a spreadsheet: get your bank transactions in and tagged before the weekend of the 7th, not on the day. Most of the time goes on the tidying, not the sending.
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