Lloyds Statements + Letting Agents Workflow
As letting agent, you regularly handle Lloyds bank statements. Letting agents managing tenant deposits, rent collection, and landlord payments across client money accounts need meticulous reconciliation.
BankScan AI: Lloyds to Excel for Letting Agents
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 client money account statements to Excel for fast reconciliation of rent receipts, deposit transfers, and management fee deductions.
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 Letting Agents Handle Lloyds Statements
When working with Lloyds statements, letting agents need to Letting agents collect rent from tenants into client money accounts, deduct management fees, pay landlords their net rent, handle deposit protection scheme transfers, and manage maintenance contractor
Key terms you'll encounter: client money protection, landlord statement, tenant deposit scheme, management fee, rent arrears.
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 letting agents workflow
Download Excel ready for Goodlord, Arthur Online or direct analysis.
Lloyds + Letting Agents 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 Letting Agents — Saves 3-4 hours per week on client money account reconciliation for a letting agent managing 100+ properties
- Software compatible — Output works directly with Goodlord, Arthur Online, PayProp
Convert Lloyds Statements — Built for Letting Agents
Handles DD MMM YY dates, single Payment/Receipt column with type indicators and running balance, and PDF formats automatically.
Convert Lloyds Statements Free