A year of monthly statements can mean dozens of repetitive pages. Batch conversion helps one UK sole trader or owner-operated small business that keeps sole-trader records bring that evidence into a review session.
When Bulk Conversion Helps
- Getting started: Bring several months of your own business statements together.
- Year-end tidy-up: Process missing months before reviewing your books.
- Several accounts: Convert statements from the business accounts you are authorised to use.
- Record keeping: Export structured spreadsheets while retaining the source evidence.
Bulk Conversion Strategies
Strategy 1: Upload one statement
Start with one PDF and compare every extracted date, description and amount with the source.
Strategy 2: Use batch upload
When the first result looks right, upload a small set of statements in one session. Review per-file warnings, duplicates and balances before relying on the combined output.
Strategy 3: Keep an evidence trail
Download the spreadsheet and retain the original statements. AI extraction speeds up entry but does not replace your responsibility to check the records.
Keep batches manageable: Group statements by account and tax year, use clear filenames and resolve one batch before starting the next.
Bring Your Statements Together
The £3.99 Sole Trader plan includes AI-assisted scanning within the monthly AI-processing allowance shown in the app for one UK sole trader or owner-operated small business that keeps sole-trader records.
Start 7-day trial →Last updated: 8 May 2026.