How it works
From PDF to Report
in 60 Seconds
No training required. No manual data entry. Upload a bank statement PDF and get a complete income analysis and risk report in under a minute.
Step 01
Upload the Bank Statement PDF
Drag and drop any UK bank statement PDF onto the upload page, or click to browse your files. Password-protected PDFs are supported — just enter the password when prompted.
- Supports all major UK banks — Lloyds, Barclays, HSBC, NatWest, Santander, Monzo, Starling, Revolut and more
- Both digital (native) PDFs and scanned paper statements accepted
- Password-protected files supported
- Add an optional case reference to keep your files organised
- Maximum file size: 10MB
Step 02
Choose: Analyse or Convert to Excel
AutoConvertPros gives you two powerful options. Run a full income analysis with risk detection for mortgage cases — or instantly convert the PDF to a clean Excel spreadsheet for bookkeeping and reconciliation. No analysis required for conversion.
- Full analysis: income classification, risk flags, 3-month averages, consistency score
- PDF to Excel conversion: clean transaction spreadsheet in seconds, no analysis needed
- Risk flags detected: gambling, overdrafts, BNPL, payday loans, cash deposits
- Income sources identified: employment, self-employed, benefits, rental
- Both options available from £16.99/month
Step 03
Download in Your Preferred Format
Once processing is complete — usually within 60 seconds — your output is ready to download. Choose from Excel, PDF report, Xero CSV, FreeAgent CSV, or Sage CSV depending on what you need.
- Excel report: multi-sheet workbook with income summary, transactions, and risk flags
- PDF report: professional formatted report ready to send to lenders
- Xero CSV: import directly into Xero bank accounts
- FreeAgent CSV: import directly into FreeAgent
- Sage CSV: import directly into Sage 50 or Sage Business Cloud
- No watermarks on Professional, Firm, and Enterprise plans
Common Questions
Everything you need to know before getting started.
How long does processing take?
Most statements are processed in under 60 seconds. Complex or lengthy statements may take up to 2 minutes.
What happens to my file after processing?
Your uploaded file and all extracted data are automatically and permanently deleted within 60 minutes of upload. We never store statement content beyond this window.
Do I need to install any software?
No. AutoConvertPros is entirely web-based. It works in any modern browser on any device — no installation required.
What if the bank statement is scanned or poor quality?
Our system uses AWS Textract cloud OCR which handles both clean digital PDFs and scanned statements accurately across all major UK banks.
Can I process statements for multiple clients?
Yes. Each upload is treated as a separate statement. On Professional and above plans you can process multiple statements per month. Use the case reference field to keep client files organised.
Is there a free trial?
Yes. The free plan includes 1 statement per month so you can try the service before upgrading. No credit card required.
Good to know
What Happens If Something Goes Wrong
AutoConvertPros is built to handle most UK bank statement formats, but here's what you'll see in edge cases.
Bank not recognised
If we cannot identify the bank format, you'll see a clear message explaining which banks are currently supported. We're continuously adding new formats — contact us if yours is missing.
Corrupted or unreadable PDF
If the PDF cannot be opened or is too low quality to extract text, you'll be prompted to upload a cleaner copy or try a different export from your online banking.
Wrong password
If you enter an incorrect password for a protected PDF, you'll be asked to try again. No processing charge is incurred for failed password attempts.
Processing timeout
On rare occasions, large or complex statements may take longer than 60 seconds. If processing times out, your statement quota is not consumed and you can re-submit.
On paid plans, contact [email protected] for manual review of any disputed output within 1 working day.
Ready to try it?
Free plan available. No credit card required.