Starling Statements + Consultants Workflow
As consultant, you regularly handle Starling bank statements. Consultants managing multiple client engagements need to track retainers, milestone payments, travel expenses, and subcontractor costs across accounts.
BankScan AI: Starling to Excel for Consultants
BankScan AI converts Starling statements to Excel automatically — handling DD/MM/YYYY and single Amount column with +/- signs, merchant categories, and running balance. Convert your bank statements to structured spreadsheets to match client payments, track project expenses, and prepare invoices and tax returns efficiently.
About Starling Statement Format
Starling Bank statements have a modern layout with merchant categories, which BankScan AI preserves during conversion.
Starling Statement Quirks
Starling uses DD/MM/YYYY with single Amount column with +/- signs, merchant categories, and running balance. Common issues: Multi-currency transactions show both original and GBP amounts in the same row, round-up savings appear as separate micro-transactions, and business expense categories add extra text to descriptions. BankScan AI handles all of these automatically.
How Consultants Handle Starling Statements
When working with Starling statements, consultants need to Consultants invoice clients on retainer, milestone, or time-and-materials bases, then reconcile bank statements to verify payments received. They track project-specific expenses including travel, acco
Key terms you'll encounter: retainer, day rate, scope creep, utilisation rate, engagement letter.
How It Works
Upload Starling statement
Drag and drop your Starling PDF. Supports PDF, CSV. Our AI handles DD/MM/YYYY automatically.
AI parses the statement
Our AI understands Starling's single Amount column with +/- signs, merchant categories, and running balance and extracts every transaction with 99%+ accuracy.
Use in your consultants workflow
Download Excel ready for Xero, FreeAgent or direct analysis.
Starling + Consultants Features
- Merchant categories and — spending insights are embedded in the statement layout
- Spaces (savings goals) — transfers are listed with the Space name in the description
- Built for Consultants — Saves 1-2 hours per month on client payment reconciliation and expense tracking across multiple concurrent engagements
- Software compatible — Output works directly with Xero, FreeAgent, Harvest
Convert Starling Statements — Built for Consultants
Handles DD/MM/YYYY dates, single Amount column with +/- signs, merchant categories, and running balance, and PDF, CSV formats automatically.
Convert Starling Statements Free