Bank2Books turns raw bank statements into properly coded, export-ready bookkeeping data — purpose-built for UK accountants, bookkeepers, and the small businesses they serve.
Stop keying line items, second-guessing nominal codes, and rebuilding spreadsheets every quarter.
CSV and PDF statements parsed in seconds. Multi-account, multi-period, multi-currency aware.
Transactions mapped to the right supplier, customer, and nominal automatically; you correct in one click.
VAT-aware nominal codes seeded for sole traders and limited companies, fully editable to your chart.
No more keying line items, hunting duplicates, or rebuilding spreadsheets every quarter.
Clean transaction exports plus instant P&L, VAT, and tax estimates ready for your downstream tools.
Multi-workspace, role-based access for owners, admins, editors, and viewers — no more emailed spreadsheets.
Upload
CSV or PDF, any major UK bank, drag-and-drop or bulk import.
Categorise
AI assigns nominals; rules learn from your corrections over time.
Review
Filter, edit, exclude, or split — all in a tight keyboard-friendly UI.
Export
CSV exports, instant P&L, VAT returns, and tax-ready data.
Multi-workspace by default. Add a new client, share a workspace, and start coding in the same evening — without losing the consistency that makes year-end painless.
Move faster across more clients without sacrificing accuracy. Catch duplicates, miscodes, and missing transactions before they snowball.
Profit, expenses, and tax in plain English. Stay ready for VAT and self-assessment without scrambling at year-end.
Cleaner books start with cleaner data.
Try it free, or talk to our team about your practice.