Monzo Statements for Investor Reporting
Preparing Monzo 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 Monzo Statements Instantly
BankScan AI converts your Monzo statement PDF to a clean Excel spreadsheet in seconds — handling DD/MM/YYYY and single Amount column with positive/negative values and merchant category tags automatically. Convert your bank statements to clean Excel spreadsheets for professional investor reporting, burn rate analysis, and due diligence document preparation.
About Monzo Statement Format
Monzo provides CSV exports natively, but many clients still send PDF statements that need parsing for bookkeeping software.
Getting Your Monzo Statement for Investor Reporting
In the Monzo app, go to your account, tap 'Account' tab, then 'Statement history' to download PDF statements by month. For CSV exports, contact Monzo in-app chat to request a data export. Download 12-24 months for due diligence; monthly or quarterly for ongoing investor reporting and board updates of statements.
How It Works
Upload your Monzo statement
Drop your Monzo Bank statement PDF. Supports PDF, CSV. 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 Monzo's DD/MM/YYYY and single Amount column with positive/negative values and merchant category tags — 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
Monzo + Investor Reporting Features
- Monzo optimised — Handles DD/MM/YYYY dates and single Amount column with positive/negative values and merchant category tags
- 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 Monzo statements in minutes
Convert Monzo 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 Monzo Statement Free