Monzo + FreeAgent: Bridge the Gap
Need to get your Monzo Bank bank statement into FreeAgent? Monzo uses DD/MM/YYYY and single Amount column with positive/negative values and merchant category tags — which needs converting to CSV / OFX (Date, Description, Amount (single column) — FreeAgent also accepts OFX files which skip the column mapping step entirely) for FreeAgent import.
How BankScan AI Converts Monzo for FreeAgent
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. Monzo provides CSV exports natively, but many clients still send PDF statements that need parsing for bookkeeping software.
How It Works
Upload your Monzo PDF
Drag and drop your Monzo statement. Supports PDF, CSV with DD/MM/YYYY handling.
AI converts for FreeAgent
Our AI parses Monzo's layout, converts dates to DD/MM/YYYY, and outputs CSV / OFX.
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 Import Tip
Date, Description, Amount (single column) — FreeAgent also accepts OFX files which skip the column mapping step entirely
Monzo to FreeAgent Features
- Monzo optimised — Trained on Monzo's single Amount column with positive/negative values and merchant category tags with DD/MM/YYYY parsing
- FreeAgent formatted — Output as CSV / OFX with Date, Description, Amount (single column) — FreeAgent also accepts OFX files which skip the column mapping step entirely
- Date conversion — Converts DD/MM/YYYY to DD/MM/YYYY automatically
Import Monzo Data into FreeAgent
After converting your Monzo statement with BankScan AI:
- 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 Monzo into FreeAgent Today
Automatic date conversion (DD/MM/YYYY to DD/MM/YYYY), column mapping, and format validation.
Import Monzo to FreeAgent Free