Free while in beta

Bookkeeping
without the bookkeeping.

Upload your bank statements. Bank2Books categorises every transaction with AI, generates your Profit & Loss, and estimates your tax—in minutes, not days.

No credit card
UK tax years
Setup in 2 minutes
Sample P&L Statement
Revenue £24,500.00
Client Services £18,000.00
Product Sales £6,500.00
Expenses £8,750.00
Software & Tools £450.00
Marketing £2,800.00
Professional Fees £3,200.00
Travel £2,300.00
Net Profit £15,750.00
CSV & PDF Statement formats
AI-Powered Categorisation
Instant P&L & Tax Reports
UK-Focused HMRC tax years
Features

Everything you need to stay on top of your books

No accountancy degree required. Bank2Books handles the hard parts.

Upload statements

Drop in CSV or PDF bank statements from any major UK bank. We parse them instantly.

AI categorisation

Transactions are automatically classified into proper nominal codes using intelligent rules.

Profit & Loss

Instant P&L reports with full breakdowns by income and expense categories.

Tax estimates

See your estimated Income Tax, NICs, and Corporation Tax based on HMRC rates.

Your data, private

Your financial data never leaves your account. No third-party sharing, ever.

Beautiful interface

Clean, modern design with dark & light modes. No accounting jargon.

How it works

From statement to tax estimate in 3 steps

1

Upload

Upload a CSV or PDF bank statement. We support all major UK banks.

2

Categorise

AI assigns every transaction to the right nominal code. Review and tweak if needed.

3

Report

View your P&L and tax estimates instantly. Know exactly where you stand.

Ready to simplify your bookkeeping?

Join Bank2Books and take control of your finances in minutes.

Free forever during beta · No credit card required