1. Import Business Bank Statement
2. Business Account Profile
Profile saved locally on this device
Map bank columns
Column names are detected automatically. Adjust them before analysing if your business bank uses different labels.
Review Dashboard
Import a CSV, QIF, or TSV business bank statement to build the review dashboard, VAT checks, supplier summaries, cashflow view, and export workbook.
First rows found
Review Dashboard
Recent Transactions (preview)
Business Review Queue
VAT & Tax Readiness
Top Suppliers (by spend)
Top Customers (by income)
Cash Flow (12 months)
Data Quality
Export Your Data
Create Excel workbooks ready for your accountant, bookkeeping, VAT review and MTD.
VAT / Tax
Review HMRC, VAT-sensitive rows, subscriptions, direct debits, and regular supplier commitments.
Suppliers and Review Queue
All Transactions
FiltersDate, movement, type, category, search
Data Quality
Import confidence and accounting checks before export.
Create a business reporting workbook
Create a formatted workbook for cleaned transactions, accounting import, VAT review, MTD preparation support, quarterly summaries, and review flags.
No file is created until you click the button. The downloaded file stays with you.