Lloyds Statements for Investor Reporting
Preparing Lloyds bank statements for investor reporting? Investors and VCs request bank statements during due diligence and ongoing reporting. Presenting raw PDF statements looks unprofessional and slows the process.
Convert Lloyds Statements Instantly
BankScan AI converts your Lloyds statement PDF to a clean Excel spreadsheet in seconds — handling DD MMM YY and single Payment/Receipt column with type indicators and running balance automatically. Convert your bank statements to clean Excel spreadsheets for professional investor reporting, burn rate analysis, and due diligence document preparation.
About Lloyds Statement Format
Lloyds PDF statements use a consistent column layout, but multi-page statements sometimes split transactions across page breaks.
Getting Your Lloyds Statement for Investor Reporting
Log in to Lloyds Internet Banking, select your account, click 'View statements', choose the period and download as PDF. CSV export is available under 'Download transactions' with custom date ranges. Download 12-24 months for due diligence; monthly or quarterly for ongoing investor reporting and board updates of statements.
How It Works
Upload your Lloyds statement
Drop your Lloyds Banking Group statement PDF. Supports PDF. Need 12-24 months for due diligence; monthly or quarterly for ongoing investor reporting and board updates? Upload them all.
AI extracts every transaction
Our AI handles Lloyds's DD MMM YY and single Payment/Receipt column with type indicators and running balance — extracting Monthly burn rate, cash runway in months, revenue growth tra.
Use for investor reporting
Download formatted Excel ready for investor reporting. Clean monthly summary with MRR/ARR reconciliation against bank deposits, burn rate trend, and cash runway calculation; presentation-ready for board decks
Lloyds + Investor Reporting Features
- Lloyds optimised — Handles DD MMM YY dates and single Payment/Receipt column with type indicators and running balance
- Built for investor reporting — Convert your bank statements to clean Excel spreadsheets for professional investor reporting, burn rate analysis, and due diligence document preparation.
- Period coverage — Convert 12-24 months for due diligence; monthly or quarterly for ongoing investor reporting and board updates of Lloyds statements in minutes
Convert Lloyds for Investor Reporting — Fast
Due diligence typically runs 4-8 weeks with a tight data room deadline; ongoing investor reports are usually expected within 15 days of month-end
Convert Lloyds Statement Free