Tide Statements + Bookkeepers Workflow
As bookkeeper, you regularly handle Tide bank statements. Bookkeepers deal with statements from dozens of different banks, each with its own PDF format. Copy-pasting transactions is error-prone and tedious.
BankScan AI: Tide to Excel for Bookkeepers
BankScan AI converts Tide statements to Excel automatically — handling DD/MM/YYYY and single Amount column with category tags, invoice references, and running balance. BankScan AI handles every major UK bank format automatically. Upload the PDF, download the spreadsheet — no manual data entry needed.
About Tide Statement Format
Tide business account statements include invoice references and categories that BankScan AI maps to your bookkeeping codes.
Tide Statement Quirks
Tide uses DD/MM/YYYY with single Amount column with category tags, invoice references, and running balance. Common issues: Automated invoice matching creates linked transaction references that add extra text to descriptions, expense category tags can fragment the description column, and multi-company account statements from the same login need to be separated. BankScan AI handles all of these automatically.
How Bookkeepers Handle Tide Statements
When working with Tide statements, bookkeepers need to Bookkeepers collect bank statements from clients weekly or monthly, categorise each transaction against the chart of accounts, reconcile balances, and flag discrepancies. They typically process statem
Key terms you'll encounter: chart of accounts, bank feed, transaction categorisation, month-end close, unreconciled items.
How It Works
Upload Tide statement
Drag and drop your Tide PDF. Supports PDF, CSV. Our AI handles DD/MM/YYYY automatically.
AI parses the statement
Our AI understands Tide's single Amount column with category tags, invoice references, and running balance and extracts every transaction with 99%+ accuracy.
Use in your bookkeepers workflow
Download Excel ready for Xero, QuickBooks Online or direct analysis.
Tide + Bookkeepers Features
- Invoice references are — automatically matched to incoming payments
- Expense categories are — assigned to each transaction for bookkeeping
- Built for Bookkeepers — Saves approximately 30 minutes per client per month on data entry, freeing up 8-10 hours per week for a bookkeeper with 20+ clients
- Software compatible — Output works directly with Xero, QuickBooks Online, FreeAgent
Convert Tide Statements — Built for Bookkeepers
Handles DD/MM/YYYY dates, single Amount column with category tags, invoice references, and running balance, and PDF, CSV formats automatically.
Convert Tide Statements Free