Import Bank Statements into FreeAgent

Convert bank statement PDFs to CSV / OFX format for direct import into FreeAgent. AI-powered converter for UK accountants and bookkeepers.

Convert for FreeAgent — Free
99%+Accuracy
30sPer Statement
15+UK Banks
FreeTier Available

Why Use BankScan AI?

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.

The Solution

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.

About {'name': 'FreeAgent', 'full_name': 'FreeAgent', 'import_format': 'CSV / OFX', 'description': 'FreeAgent is popular with UK freelancers and sole traders, especially those with NatWest, RBS, or Mettle accounts.', 'import_notes': "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."} Integration

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. This means you spend less time reformatting spreadsheets and more time on the reconciliation and advisory work that actually matters to your clients.

How It Works

1

Upload your bank statement PDF

Drag and drop any UK bank statement PDF into BankScan AI. Supports HSBC, Barclays, Lloyds, NatWest, Monzo, and 15+ more banks.

2

AI converts to the right format

Our AI extracts every transaction and formats the output as CSV / OFX — ready for FreeAgent's import feature.

3

Import into FreeAgent

Download the file and upload it directly into FreeAgent. Transactions appear ready for reconciliation.

Supported UK Banks

BankScan AI works with all major UK banks, including:

HSBC Barclays Lloyds NatWest Monzo Santander Revolut

Plus Starling, Halifax, Nationwide, RBS, TSB, Tide, Metro Bank, Coutts, and more.

Key Features

Ready to Save Hours?

Join hundreds of UK accountants and bookkeepers who use BankScan AI every day.

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Frequently Asked Questions

Does BankScan AI work with FreeAgent?
Yes. BankScan AI produces CSV / OFX files specifically formatted for import into FreeAgent. The column headers, date format, and amount format all match what FreeAgent expects.
Which banks are supported?
BankScan AI supports all major UK banks including HSBC, Barclays, Lloyds, NatWest, Santander, Monzo, Starling, Revolut, Halifax, Nationwide, RBS, TSB, Tide, Metro Bank, and more.
Can I batch-import multiple statements into FreeAgent?
Yes. Convert multiple bank statement PDFs with BankScan AI, then import them one by one or combine them into a single file for FreeAgent.
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.

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