Convert a bank statement to FreeAgent
FreeAgent — popular with UK sole traders and contractors — imports bank transactions from CSV, OFX, and QIF files. Convert your statement PDF to a categorized CSV, then upload it to the matching bank account.
How to import a statement into FreeAgent
- 1. Convert the statement. Upload the statement PDF and download the CSV.
- 2. Open the bank account. In FreeAgent: Banking → select the account → Upload a Statement.
- 3. Map & import. Match Date, Amount, and Description to the CSV columns and import.
Frequently asked questions
- What statement formats does FreeAgent accept?
- FreeAgent imports CSV, OFX, and QIF bank statements — not PDF. Convert the statement to CSV first.
Export to other tools
Convert a statement from your bank
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