Lloyds Bank Statement to Excel ConverterPDF to Excel & CSV
Convert Lloyds current accounts, savings, credit cards, and business banking statements to Excel or CSV in seconds. Ready for Xero, Sage, and UK accounting software.
Supported Lloyds Accounts
Current Accounts
Savings & ISAs
Credit Cards
Business Banking
TL;DR
Lloyds Bank PDF statements can be converted to Excel or CSV in 10 seconds using Zera Books. Unlike Lloyds Internet Banking's limited export options, our AI converts all account types - personal current accounts, business banking, and credit cards - with 99.6% accuracy. GBP formatting and UK date formats are handled automatically. One-week trial available at $79/month (~£63).
Try for one weekLloyds Statement Problems - Solved
Why accountants and bookkeepers struggle with Lloyds PDFs and how we fix it.
Limited Export Options
Lloyds Internet Banking only offers CSV for recent transactions - not historical statements.
We convert any Lloyds PDF from any time period to Excel or CSV instantly.
Multi-Account Chaos
Clients with multiple Lloyds accounts need separate conversions and manual consolidation.
Upload multiple Lloyds statements at once and export as one consolidated file or keep them separate.
HMRC Enquiry Panic
Manually typing historical transactions for HMRC enquiries is time-prohibitive.
Process archived Lloyds PDFs from up to 7 years of history instantly - perfect for tax investigations.
Xero/Sage Import Formatting
Lloyds data requires reformatting before it works with UK accounting software.
Our exports are pre-formatted for direct Xero, Sage 50, and QuickBooks UK import with proper GBP formatting.
How to Download Lloyds Statements
Lloyds provides PDF statements through Internet Banking and the mobile app.
Internet Banking
- 1Log in to Lloyds Internet Banking and select your account
- 2Navigate to "View statements" or "Statements & documents"
- 3Select your statement period and download the PDF
- 4Upload the PDF to Zera Books for instant conversion
Mobile Banking App
- 1Open the Lloyds Bank app and tap the relevant account
- 2Tap "Statements" from the account menu
- 3Select the month and download the PDF
- 4Share to Zera Books or save and upload later
Pro tip: Lloyds stores up to 7 years of statements online. Convert historical statements for HMRC enquiries, audits, or year-end reconciliation.
Convert in 3 Simple Steps
Transform your Lloyds PDF into accounting-ready data in under a minute.
Upload Your PDF
Drag and drop your Lloyds statement or click to browse. We accept all statement types.
AI Extracts Data
Zera AI identifies the Lloyds format and extracts every transaction with dates, descriptions, and amounts in GBP.
Export to Excel/CSV
Review the preview, make any edits, then download ready for Xero, Sage, or QuickBooks.
Key Features for Lloyds Bank Conversion
Zera Books is built specifically for financial document processing - not generic PDF conversion.
Zera AI Recognition
Our proprietary AI is trained on thousands of Lloyds Bank statement formats including current accounts, savings, credit cards, and business accounts. 99.6% accuracy guaranteed.
Learn about Zera AIMulti-Account Detection
Automatically detect and separate multiple Lloyds accounts in a single PDF. Get organised Excel tabs for each current, savings, or credit card account.
Explore multi-account supportZera OCR Technology
Convert scanned or image-based Lloyds statements with the same accuracy as digital PDFs. Perfect for archived statements and old documents.
See OCR capabilitiesAI Categorisation
Automatically categorise Lloyds transactions using your Xero, Sage, or QuickBooks chart of accounts. Eliminate manual categorisation during import.
View categorisation featuresInstant CSV & Excel Export
Download perfectly formatted files ready for Xero, Sage, QuickBooks, and other UK accounting software. No manual cleanup required.
Export format detailsBank-Level Security
256-bit encryption, zero-retention policies, and GDPR compliance. Your Lloyds data is processed securely and deleted after conversion.
Security detailsCalculate Your Lloyds ROI
See how much time and money you save by automating Lloyds conversions.
Your Current Workflow
Your Savings with Zera Books
Who Uses Lloyds Statement Conversion
From sole practitioners to large accounting firms, Zera Books saves time for anyone processing Lloyds statements.
Chartered Accountants
Process Lloyds Bank statements for multiple clients during month-end close. Export directly to Xero or Sage format.
Bookkeepers
Manage Lloyds business accounts for clients across the UK. Save hours on manual data entry every week.
Small Business Owners
Convert your own Lloyds current account and credit card statements. Keep your books up to date without hiring help.
Freelancers & Contractors
Track Lloyds transactions for tax returns and Self Assessment. Export clean data for your accountant or accounting software.
How Accountants Use Zera Books
Ashish Josan
Manager, CPA at Manning Elliott
"I've been doing accounting for 12 years, and manual bank statement processing has always been the worst part of the job. It's tedious, it's time-consuming, and one small mistake can throw everything off. When I found Zera Books, I was honestly skeptical—I've tried other tools that promised automation and they were either too expensive or didn't actually work. But this one just works. It handles whatever format you throw at it, the AI is surprisingly accurate, and it's actually affordable. The time I save goes straight into growing my firm's capacity and actually helping my clients with strategy instead of just data entry. Honestly, if you're a bookkeeper or accountant still doing this manually, you're leaving money on the table."
The Challenge
As a Manager at Manning Elliott, I oversee bookkeeping and accounting for multiple small business clients across different industries. I was spending a huge chunk of my time on something that shouldn't be that hard—getting transaction data from bank statements into my clients' books. Every client has different banks, different statement formats. Some send scanned PDFs, some send digital ones, some are multiple pages, some are single pages. I was basically retyping everything into Excel, then formatting it, then importing to QuickBooks or Xero. It was taking 2-3 hours per client per month across my entire client base. That's a massive amount of time just on data entry.
Results
- Saves 8-10 hours per week on bank statement processing
- Handling every client monthly with consistent turnaround times
- Reduced errors from manual transcription (no more typos in amounts)
- Can take on more clients without hiring additional staff
- Clients get their books closed faster, which they appreciate
Zera Books vs Alternatives
How Zera Books compares to other converters and manual data entry for Lloyds statements.
| Feature | Zera Books | Other Converters | Manual Entry |
|---|---|---|---|
| Processing Speed | < 10 seconds | 1-2 minutes | 45-60 minutes |
| Lloyds Bank Accuracy | 99.6% (AI-trained) | 92-95% (generic) | 95-99% (human error) |
| Transaction Limit | Unlimited (10,000+) | 5,000 max | N/A |
| 200+ Page PDFs | |||
| Edit Before Export | |||
| Multi-Account Detection | N/A | ||
| Xero UK Format | CSV only | Manual mapping | |
| Sage 50 Format | Manual mapping | ||
| Excel (.xlsx) Export | |||
| Lloyds Credit Cards | |||
| Business Accounts | Limited | ||
| GBP Formatting | Limited | ||
| Monthly Cost | $79/mo (~£63) unlimited | £60-80/mo limited | £1,500+ labour |
Export to UK Accounting Software
Zera Books exports Lloyds data in formats ready for direct import into your accounting software.
Frequently Asked Questions
Everything you need to know about Lloyds statement conversion.
Related Resources
Explore more UK bank converters and accounting guides.
Other UK Bank Converters
Ready to Convert Your Lloyds Statements?
Join thousands of accountants and bookkeepers who save hours every week with Zera Books. Start your one-week trial today.
Try for one week