Monzo Statements + Dentists Workflow
As dentist, you regularly handle Monzo bank statements. Dental practices handle a mix of NHS and private payments, equipment purchases, and supplier invoices — all flowing through multiple bank accounts.
BankScan AI: Monzo to Excel for Dentists
BankScan AI converts Monzo statements to Excel automatically — handling DD/MM/YYYY and single Amount column with positive/negative values and merchant category tags. Convert your practice bank statements to Excel instantly, making it easy for your accountant to reconcile NHS payments, private fees, and practice expenses.
About Monzo Statement Format
Monzo provides CSV exports natively, but many clients still send PDF statements that need parsing for bookkeeping software.
Monzo Statement Quirks
Monzo uses DD/MM/YYYY with single Amount column with positive/negative values and merchant category tags. Common issues: Pot transfers appear as internal transactions that inflate totals if not filtered, merchant names change between card payments and refunds for the same vendor, and transaction notes added by the user appear as extra lines. BankScan AI handles all of these automatically.
How Dentists Handle Monzo Statements
When working with Monzo statements, dentists need to Dental practices receive NHS schedule payments monthly from the BSA, process private patient card payments daily, pay dental suppliers for materials and lab work, and manage associate dentist fees. Ba
Key terms you'll encounter: NHS schedule payment, UDA value, associate earnings, BSA reconciliation, practice plan.
How It Works
Upload Monzo statement
Drag and drop your Monzo PDF. Supports PDF, CSV. Our AI handles DD/MM/YYYY automatically.
AI parses the statement
Our AI understands Monzo's single Amount column with positive/negative values and merchant category tags and extracts every transaction with 99%+ accuracy.
Use in your dentists workflow
Download Excel ready for Sage, Xero or direct analysis.
Monzo + Dentists Features
- Merchant category codes — (e.g., Groceries, Transport, Entertainment) are included in the export
- Pot transfers to — savings pots appear as internal debits/credits
- Built for Dentists — Saves 2-3 hours per month reconciling NHS schedule payments against bank statements, plus faster preparation for annual accounts
- Software compatible — Output works directly with Sage, Xero, Dentally
Convert Monzo Statements — Built for Dentists
Handles DD/MM/YYYY dates, single Amount column with positive/negative values and merchant category tags, and PDF, CSV formats automatically.
Convert Monzo Statements Free