Lloyds Statements + Recruitment Agencies Workflow
As recruitment agency owner, you regularly handle Lloyds bank statements. Recruitment agencies process candidate placements, client invoices, temporary worker payments, and margin calculations — requiring meticulous bank reconciliation.
BankScan AI: Lloyds to Excel for Recruitment Agencies
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 agency bank statements to Excel to reconcile placement fees, match temporary worker payments, and track client account balances.
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 Recruitment Agencies Handle Lloyds Statements
When working with Lloyds statements, recruitment agencies need to Recruitment agencies invoice clients for permanent placement fees or weekly/monthly temporary worker charges, pay temporary workers via payroll or umbrella companies, and reconcile margins on each pla
Key terms you'll encounter: placement fee, temp margin, rebate period, umbrella company, AWR compliance.
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 recruitment agencies workflow
Download Excel ready for Xero, Sage or direct analysis.
Lloyds + Recruitment Agencies 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 Recruitment Agencies — Saves 3-4 hours per week on placement fee reconciliation and temporary worker payment matching for an agency processing 50+ placements per month
- Software compatible — Output works directly with Xero, Sage, Bullhorn
Convert Lloyds Statements — Built for Recruitment Agencies
Handles DD MMM YY dates, single Payment/Receipt column with type indicators and running balance, and PDF formats automatically.
Convert Lloyds Statements Free