Monzo Statements + Doctors & GPs Workflow
As doctor, you regularly handle Monzo bank statements. GP practices and private doctors deal with NHS reimbursements, private patient fees, and practice expenses across multiple accounts.
BankScan AI: Monzo to Excel for Doctors & GPs
BankScan AI converts Monzo statements to Excel automatically — handling DD/MM/YYYY and single Amount column with positive/negative values and merchant category tags. Automate bank statement conversion for your practice accounts so your accountant can quickly reconcile NHS payments and private income.
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 Doctors & GPs Handle Monzo Statements
When working with Monzo statements, doctors & gps need to GP practices receive Global Sum payments from NHS England, enhanced service payments, QOF achievement payments, and private income. Practice managers reconcile bank statements against PCSE payment sch
Key terms you'll encounter: Global Sum, QOF payments, partner drawings, PCSE schedule, superannuation.
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 doctors & gps workflow
Download Excel ready for Sage, Xero or direct analysis.
Monzo + Doctors & GPs 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 Doctors & GPs — Saves the practice manager 3-4 hours per month on NHS payment reconciliation and partner drawings tracking
- Software compatible — Output works directly with Sage, Xero, IRIS GP Accounts
Convert Monzo Statements — Built for Doctors & GPs
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