For the practice's statement-heavy seasons
Self Assessment January, year-end reconstructions, and incomplete-records jobs all start with statements. The converter produces verified data your juniors can trust and your reviewers can check.
The shape of the work
- Statement work concentrates into seasons; a licence that bills monthly is idle most of the year.
- Incomplete-records clients arrive with PDFs spanning years and multiple accounts.
- Review and sign-off need evidence: not a spreadsheet that looks right, but one that provably reconciles.
- From April 2026, MTD for Income Tax moves sole-trader and landlord clients to quarterly updates, multiplying the touchpoints where statement data must be clean.
How the converter fits it
- Verification is the review trail: every export passed running-balance and opening-to-closing checks against the statement itself, or it is labelled a draft.
- Credits suit seasonal volume: 50 exports for £29, no expiry, no per-seat licence, and unlimited free previews for triage.
- Local processing means client documents never transit a third-party server, which shortens the data-protection conversation to one sentence.
- The certification page publishes per-bank test results, so you can show a reviewer what 'supported' means before relying on it.
What it will not do for you
- No OCR: scanned statements are refused. For scan-heavy jobs you will still need an OCR tool, and honesty about that beats a bad conversion.
- No direct push into accounting software; you get a verified CSV or Excel file and run the import yourself.
- Business-account layouts are mostly uncertified so far; check the supported banks page per account type.