Statement Sorter

See exactly where your money goes each month

Drop the CSV — any bank, any layout. Statement Sorter reads the file, sorts your transactions into clear categories, and shows you exactly where the money went — with a proper P&L ready to export into Xero, QuickBooks or FreeAgent. In the time it used to take to rename the columns.

It actually categorises

Not just a tidier CSV. Income, cost of sales, overheads — sorted properly. Transfers, drawings and VAT stay where they belong, off the P&L.

It remembers

Set a client up once. Next month it recognises the file and does the lot in a click — no re-mapping, no re-categorising Tesco for the fortieth time.

Any bank, no fuss

Monzo, Starling, Tide, or some building society nobody's heard of. It works the format out itself, so there's no template to wait for.

or need a sample instead?

Haven’t got a file handy?

Watch it untangle the columns, strip the £ signs, and sort everything out.

1

Drop the CSV

any UK bank, any column layout

2

It works out the format

dates, split money in/out columns, £ signs

3

Review the categorisation

anything unclear is flagged, not guessed

4

Get your categorised P&L

Export straight to Xero, QuickBooks or FreeAgent

  • A real P&L, with exceptions flagged — anything it can't classify is surfaced for review, not silently guessed
  • Built for UK practice — UK dates, VAT handling, UK chart of accounts conventions. Not a US tool with UK bolted on
  • Ask anything, in plain English — "what did they spend on software in Q2?" Answered from the categorised data, no exporting required
  • Nothing leaves your browser — no uploads, no storage, no accounts