Simple bookkeeping for sole traders
and small business owners

For self-employed people and owner-operated small businesses that keep sole-trader records: scan statements and receipts, review straightforward GBP cash-basis books, and use supported bank and HMRC connections when they are available.

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Email verification and payment card required. No charge for 7 days.
Bank Statement PDF
DateDescriptionAmount
01 MARPOS 3482 TESCO STORES-£45.20
LONDON E14
Page 2 of 5Statement continued
03 MARDIRECT DEBIT BT GROUP
→
Clean Excel Output
DateDescriptionDebitCredit
01/03TESCO STORES LONDON E14£45.20
03/03BT GROUP PLC£89.00
05/03SALARY - ACME CORP£2,450
08/03AMAZON MARKETPLACE£23.99

Three steps to simpler books

No accounting qualification or software installation needed. Upload, review and keep moving.

1

Upload

Drag and drop your bank statement PDF, CSV, or receipt image.

2

Parse

Our engine detects reviewed bank formats and extracts transaction rows for you to check.

3

Review and record

Check the extracted figures, keep them in your books and export them when you need to.

Supported Banks

UK-first statement conversion for reviewed bank formats. Always check the extracted rows against the source statement.

HSBC
Barclays
Lloyds
Monzo
NatWest
Santander
Halifax
Nationwide
Starling
Revolut
RBS
Metro Bank
TSB
First Direct
Co-operative Bank
Bank of Ireland UK

See the tools directory for currently reviewed statement formats.

Built for sole traders and owner-operated small businesses

The essentials for a self-employed person or owner-operated UK small business that keeps sole-trader records, without company accounts, payroll or multi-user administration.

AI statement scanning

Turn PDF and CSV bank statements into reviewable transactions without typing every line by hand.

Receipt Extraction

Upload store receipts as images or PDFs and extract line items, totals and VAT into a spreadsheet.

Simple cash-basis books

Keep money in and money out organised for day-to-day sole-trader bookkeeping.

Simple invoices

Keep customer details, create basic quotes and invoices, and follow up on money still owed.

Bookkeeping review

Check categories, transfers and supporting evidence before relying on your records or filing.

MTD record preparation

Prepare and review HMRC categories in BankScan. Live MTD Income Tax filing is not currently available and requires separate HMRC Production access, compatible-software recognition and permission for customer live use.

Simple, transparent pricing

One focused plan for one owner-operated business. Start with a 7-day free trial.

Not sure when Making Tax Digital applies to you? Check your MTD start date.

Made for the UK’s smallest businesses

Keep one sole-trader business organised without paying for a large-company accounting suite or managing multiple businesses.

🔒 TLS-secured transfers
📄 Originals encrypted and retained as evidence
👁 Review before relying on results
£ One clear monthly price

Frequently asked questions

Everything you need to know about BankScan AI.

What file formats do you support?

BankScan supports PDF and CSV statements for reviewed bank formats, with a UK-first focus. Receipt uploads accept PDF, PNG, JPG, TIFF and BMP files. Scanner compatibility does not expand the bookkeeping product beyond GBP sole-trader records.

Is my data secure?

Transfers use TLS and temporary parser working copies are deleted after processing. An encrypted exact original and the structured records are retained as bookkeeping evidence for the applicable statutory period, subject to account erasure and legal holds. Uploaded documents are not used to train BankScan or third-party AI models. BankScan never stores your bank login details.

Can I cancel my subscription at any time?

Yes, you can cancel your subscription at any time with no questions asked. You will retain access until the end of your current billing period.

Which banks are supported?

The scanner supports reviewed formats from major UK banks including HSBC, Barclays, Lloyds, Monzo, NatWest, Santander, Halifax and Nationwide. Check the current tools directory or try a statement and review the result before relying on it.

Do I need to create an account?

Yes. Create an account, verify your email, and add a payment card to start the 7-day free trial. You are not charged during the trial and can cancel before it ends. The focused business-books plan is £3.99 per month.

Who is BankScan AI for?

It is for UK self-employed people and owner-operated small businesses that keep sole-trader records and want simple GBP cash-basis bookkeeping. It is not designed for limited-company accounts, partnerships, payroll or multi-business administration.