One bank account, reconciled and categorised.
You send the PDF statements. We send back a Xero-ready CSV with every transaction categorised and the balances checked against the statement.
The £9 launch price has ended.
It was a limited test and is no longer available. The work itself is still
something we do — it is now quoted as part of a wider piece of work rather
than sold as a fixed one-off.
Email us about statement work
Tell us how many accounts and how many months. We reply in writing.
What this work involves
- You send the PDF statements, and your chart of accounts if you want us to map to it.
- We return a Xero-ready CSV with every transaction categorised and the balances checked against the statement.
- If the file comes back wrong we redo it.
What one job typically covers
- One bank account, up to 12 months of statements, up to 300 transactions.
- CSV formatted for Xero import, or Excel. QuickBooks and Sage layouts on request.
- Scanned or photographed statements: fine, but say so — turnaround may be 48 hours.
- Larger volumes or a whole client portfolio: tell us the numbers and we'll quote.
- Your files are deleted within 7 days of delivery and never shared.
VitalityNode · [email protected]
Not a bookkeeping or accountancy practice. We prepare data files and do not give accounting advice.
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