Import Bank Statements into FreeAgent

99%+Accuracy

30sPer Statement

40+Banks Supported

FreeTier Available

Why Import Bank Statements into FreeAgent?

FreeAgent is popular with UK freelancers and sole traders, especially those with NatWest, RBS, or Mettle accounts. But importing bank statements from PDF into FreeAgent requires converting them to CSV / OFX first — and that's where BankScan AI comes in.

BankScan AI + FreeAgent Integration

Convert your bank statement PDF with BankScan AI, then import the CSV into FreeAgent's bank statement upload. Dates and amounts are formatted to match FreeAgent's requirements.

How FreeAgent Bank Import Works

Importing bank transactions into FreeAgent typically involves downloading a CSV / OFX file from your bank's online portal — but many clients provide paper statements or PDF downloads that FreeAgent cannot read directly. Convert your bank statement PDF with BankScan AI, then import the CSV into FreeAgent's bank statement upload. Dates and amounts are formatted to match FreeAgent's requirements.

How It Works

Upload your bank statement PDF

Drag and drop any bank statement PDF into BankScan AI. Supports HSBC, Barclays, Lloyds, NatWest, Monzo, and 40+ more banks.

AI converts to CSV / OFX

Our AI extracts every transaction and formats as CSV / OFX with Date, Description, Amount (single column) — FreeAgent also accepts OFX files which skip the column mapping step entirely — ready for FreeAgent.

Import 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.

FreeAgent Column Format

Date, Description, Amount (single column) — FreeAgent also accepts OFX files which skip the column mapping step entirely

Supported Banks

BankScan AI works with all major UK and US banks, including:

HSBC Barclays Lloyds NatWest Monzo Santander Revolut Chase Bank of America Wells Fargo Citibank US Bank Capital One

Why BankScan AI for FreeAgent

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.
Industry standard — Free for NatWest, RBS, and Ulster Bank business customers. Popular among UK freelancers and contractors for its simple self-assessment tax return filing.

Step-by-Step: Import into FreeAgent

Here's exactly how to import your converted bank statement 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.

Import Bank Statements into FreeAgent Today

Free for NatWest, RBS, and Ulster Bank business customers. Popular among UK freelancers and contractors for its simple self-assessment tax return filing.

Convert for FreeAgent — Free

Frequently Asked Questions

Does BankScan AI work with FreeAgent?

Yes. BankScan AI produces CSV / OFX files with Date, Description, Amount (single column) — FreeAgent also accepts OFX files which skip the column mapping step entirely — exactly what FreeAgent expects for bank statement import.

What date format does FreeAgent require?

FreeAgent requires dates in DD/MM/YYYY format. BankScan AI automatically formats dates correctly for FreeAgent import.

What are common FreeAgent import errors?

FreeAgent can struggle with CSV files that have extra header rows or summary rows at the bottom. Ensure only transaction data rows are included.

Is the free tier enough for occasional use?

Yes. The free tier lets you convert a limited number of statements per month — ideal for trying BankScan AI before committing to a paid plan.