FreeAgent + Cleaning Companies: Faster Bank Import
Cleaning companies manage recurring client payments, staff wages, supplies purchases, and vehicle costs — often across residential and commercial contracts. If you use FreeAgent for your accounting, you need a fast way to get bank statement data into the system.
BankScan AI for Cleaning Companies Using FreeAgent
BankScan AI converts any bank statement PDF to CSV / OFX formatted for direct import into FreeAgent. Convert your bank statements to Excel to reconcile client payments against contracts, track staff costs, and manage supplier accounts efficiently.
The Cleaning Companies + FreeAgent Workflow
Cleaning company owners reconcile client contract payments (often recurring standing orders) against their client list, pay cleaning staff wages weekly or monthly, purchase cleaning supplies and equipment, and manage vehicle fuel and maintenance costs. Bank statements are used to verify which clients have paid, identify late payers, and ensure staff payroll has cleared correctly.
Key terms you'll encounter: contract rate, hourly rate, deep clean, consumables.
How It Works
Upload any bank statement PDF
Supports all major banks. Saves 2-3 hours per week on client payment tracking and staff payroll reconciliation for a cleaning company with 20+ regular clients
AI formats for FreeAgent
Output as CSV / OFX with Date, Description, Amount (single column) — FreeAgent also accepts OFX files which skip the column mapping step entirely — dates in DD/MM/YYYY.
Import and reconcile
In FreeAgent, go to Banking > select your account > Import Bank Statement. Choose CSV or OFX format, upload the file, and FreeAgent will parse the transactions automatically. FreeAgent automatically estimates your tax bill in real-time as transactions are imported, giving sole traders an up-to-date picture of their tax liability.
Supported Banks
BankScan AI works with all major UK and US banks, including:
FreeAgent Features for Cleaning Companies
- FreeAgent ready — Output formatted as CSV / OFX matching FreeAgent's expected column structure
- Smart integration — FreeAgent automatically estimates your tax bill in real-time as transactions are imported, giving sole traders an up-to-date picture of their tax liability.
- Built for Cleaning Companies — Saves 2-3 hours per week on client payment tracking and staff payroll reconciliation for a cleaning company with 20+ regular clients
- Software compatible — Output works directly with Xero, QuickBooks, Swept
Import Steps for Cleaning Companies Using FreeAgent
As cleaning company owner, here's how to get bank data into FreeAgent:
- In FreeAgent, go to Banking > select your account > Import Bank Statement
- Choose CSV or OFX format, upload the file, and FreeAgent will parse the transactions automatically
Common Import Issues
FreeAgent can struggle with CSV files that have extra header rows or summary rows at the bottom. Ensure only transaction data rows are included.
FreeAgent Import — Built for Cleaning Companies
Free for NatWest, RBS, and Ulster Bank business customers. Popular among UK freelancers and contractors for its simple self-assessment tax return filing.
Try Free — FreeAgent + Cleaning Companies