Lloyds Statements + Bookkeepers Workflow
As bookkeeper, you regularly handle Lloyds bank statements. Bookkeepers deal with statements from dozens of different banks, each with its own PDF format. Copy-pasting transactions is error-prone and tedious.
BankScan AI: Lloyds to Excel for Bookkeepers
BankScan AI converts Lloyds statements to Excel automatically — handling DD MMM YY and single Payment/Receipt column with type indicators and running balance. BankScan AI handles every major UK bank format automatically. Upload the PDF, download the spreadsheet — no manual data entry needed.
About Lloyds Statement Format
Lloyds PDF statements use a consistent column layout, but multi-page statements sometimes split transactions across page breaks.
Lloyds Statement Quirks
Lloyds uses DD MMM YY with single Payment/Receipt column with type indicators and running balance. Common issues: Transactions split across page breaks lose their date on the continuation page, standing order descriptions are truncated to 18 characters, and the balance brought forward row can be mistaken for a transaction. BankScan AI handles all of these automatically.
How Bookkeepers Handle Lloyds Statements
When working with Lloyds statements, bookkeepers need to Bookkeepers collect bank statements from clients weekly or monthly, categorise each transaction against the chart of accounts, reconcile balances, and flag discrepancies. They typically process statem
Key terms you'll encounter: chart of accounts, bank feed, transaction categorisation, month-end close, unreconciled items.
How It Works
Upload Lloyds statement
Drag and drop your Lloyds PDF. Supports PDF. Our AI handles DD MMM YY automatically.
AI parses the statement
Our AI understands Lloyds's single Payment/Receipt column with type indicators and running balance and extracts every transaction with 99%+ accuracy.
Use in your bookkeepers workflow
Download Excel ready for Xero, QuickBooks Online or direct analysis.
Lloyds + Bookkeepers Features
- Transaction types (DD, — SO, BGC, FPO, FPI) are listed in a dedicated 'Type' column
- Balance brought forward — appears as the first row and must be excluded from transaction lists
- Built for Bookkeepers — Saves approximately 30 minutes per client per month on data entry, freeing up 8-10 hours per week for a bookkeeper with 20+ clients
- Software compatible — Output works directly with Xero, QuickBooks Online, FreeAgent
Convert Lloyds Statements — Built for Bookkeepers
Handles DD MMM YY dates, single Payment/Receipt column with type indicators and running balance, and PDF formats automatically.
Convert Lloyds Statements Free