Automates bank statement PDF conversion to CSV/XLSX for UK accountants and businesses.
Product memo
UK accountants and businesses use Bank to file to automate bank statement PDF conversion into editable CSV or XLSX files. It removes the need for manual data entry, saving time and reducing errors in financial record-keeping. The service supports scanned PDFs and ensures private data processing, addressing key concerns for finance professionals.
For who
UK accountants and businesses
Solves what
Automates bank statement PDF to CSV/XLSX conversion.
- PDF to CSV/XLSX conversion
- Scanned PDF support
- Private data processing
In their own words
Bank Statements to Spreadsheets. Instantly.
Stop manually entering bank transactions. Upload your bank statement, get a perfect CSV instantly. No typing. No errors. Just done.
Stop manually entering bank transactions.
Commercial cues
Model
subscription
Free tier
Yes
Trial
Available
Pricing Strategy
- • A free tier attracts users with daily conversions and page limits.
- • Tiered file and page limits drive upgrades for heavier users.
- • Annual billing offers a discount, encouraging longer commitments.
Operator context
Founded
Dec 2025
HQ
United Kingdom
Platform
Web app
Audience
Ops Finance
Payments
Stripe
Public footprint
Tech stack
Builder Strategy
- Strategy Type
- Niche Specialist
- Stage
- Vc Growth
- Effort
- Solo Buildable
About Bank to file Expand
Bank to file provides an automated product for UK accountants and businesses to convert bank statement PDFs into CSV or XLSX files. This tool eliminates the tedious and error-prone process of manual data entry, allowing finance professionals to quickly import transaction data into their accounting systems.
By focusing on this specific workflow, Bank to file offers a precise product for a common pain point, supporting both standard and scanned PDF formats while prioritizing private data processing. Its freemium model allows users to test the service before committing to a paid subscription, which scales with conversion volume.