Lloyds Statements + Consultants Workflow
As consultant, you regularly handle Lloyds bank statements. Consultants managing multiple client engagements need to track retainers, milestone payments, travel expenses, and subcontractor costs across accounts.
BankScan AI: Lloyds to Excel for Consultants
BankScan AI converts Lloyds statements to Excel automatically — handling DD MMM YY and single Payment/Receipt column with type indicators and running balance. Convert your bank statements to structured spreadsheets to match client payments, track project expenses, and prepare invoices and tax returns efficiently.
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 Consultants Handle Lloyds Statements
When working with Lloyds statements, consultants need to Consultants invoice clients on retainer, milestone, or time-and-materials bases, then reconcile bank statements to verify payments received. They track project-specific expenses including travel, acco
Key terms you'll encounter: retainer, day rate, scope creep, utilisation rate, engagement letter.
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 consultants workflow
Download Excel ready for Xero, FreeAgent or direct analysis.
Lloyds + Consultants 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 Consultants — Saves 1-2 hours per month on client payment reconciliation and expense tracking across multiple concurrent engagements
- Software compatible — Output works directly with Xero, FreeAgent, Harvest
Convert Lloyds Statements — Built for Consultants
Handles DD MMM YY dates, single Payment/Receipt column with type indicators and running balance, and PDF formats automatically.
Convert Lloyds Statements Free