Switching to ukbankconv from another statement converter

Moving from a subscription converter to ukbankconv is deliberately boring: there is no data to migrate, because neither your statements nor your history live on our servers. This guide covers the practical steps, what changes in your workflow, and the honest reasons not to switch.

Before you cancel anything

1. Download your history from the old tool. Server-side converters usually keep your past conversions; export them before closing the account, because we cannot recover them and never will be able to; ukbankconv holds no copy of your documents.
2. Check your banks are certified. We support seven UK banks, listed with their live test results on the supported banks page. If your clients bank with HSBC, Santander, or anyone else we have not certified, do not switch for those accounts; we will refuse the files, by design.
3. Run one real statement through the free preview. The converter gives unlimited verified previews without an account. Take last month's statement, watch the verification panel, and compare the output against your current tool before a penny changes hands.

What changes in the workflow

• No upload step. Statements parse in the browser. The progress you see is local; on a slow connection nothing behaves differently, and confidential documents never transit.
• Verification is not optional. Every conversion runs running-balance and opening-to-closing checks. A statement that fails does not export as verified; you see which row broke and why. Tools that always produce output feel smoother right up until the month they were wrong.
• Credits replace the subscription. Pricing is £9 for 10 document exports or £29 for 50, with no expiry. There is no monthly fee to cancel later and no quota that resets. Preview and verification stay free forever.
• Refusals are normal. Scans, password-protected files, and uncertified layouts are refused with the reason stated. If your old tool converted scans via OCR, that is a capability we do not offer, and you should keep a tool that does for those files.

Mapping your exports

Output is CSV or Excel with dates, descriptions, signed amounts, and balances, shaped for the standard UK imports. The format guides cover the details per destination: Xero, QuickBooks, and FreeAgent. If your old tool produced QBO, OFX, or QIF files, note that we currently export CSV and XLSX only; the formats guide explains what each format is and which UK software actually needs which.

Honest reasons not to switch

• You need banks we have not certified, scanned-statement OCR, or QBO/OFX output.
• You want built-in categorisation or direct push into accounting software; we stop at verified data on purpose.
• Your volume is steady and high enough that a page-quota subscription genuinely costs less per month than credits; do that arithmetic with your real numbers, and the comparison pages lay out every competitor's published pricing next to ours.

Switching costs nothing to test, which is the point: run your own statements, check the arithmetic, and let the result decide.