All presets

Pick your bank and accounting software

Every preset re-shapes a UK bank CSV export into exactly the column format your accounting software expects — dates reformatted, columns renamed, values cleaned. Entirely client-side.

CSV or digital PDF, converted in your browser - nothing uploaded, no OCR.
Monzo
MonzoMonzo FreeAgentOpen preset →MonzoMonzo QuickBooksOpen preset →MonzoMonzo SageOpen preset →MonzoMonzo XeroOpen preset →
Revolut
RevolutRevolut FreeAgentOpen preset →RevolutRevolut QuickBooksOpen preset →RevolutRevolut XeroOpen preset →
Starling
StarlingStarling FreeAgentOpen preset →StarlingStarling QuickBooksOpen preset →StarlingStarling SageOpen preset →StarlingStarling XeroOpen preset →
Tide
TideTide QuickBooksOpen preset →TideTide XeroOpen preset →
Wise
WiseWise QuickBooksOpen preset →WiseWise XeroOpen preset →
Traditional banks
BarclaysBarclays XeroOpen preset →HSBCHSBC XeroOpen preset →LloydsLloyds XeroOpen preset →NatWestNatWest XeroOpen preset →SantanderSantander XeroOpen preset →