Step-by-step guides, workflow recipes, and reference docs — written for the people actually doing the bookkeeping.
Create your workspace
Sign up, add your business details, and (optionally) connect your VAT registration.
Upload your first statement
Drag in a PDF or CSV from any major UK bank. Bank2Books will parse and stage it for review.
Review & export
Confirm the AI's categorisation, run a P&L, then export to your downstream tool.
CSV or PDF, drag-and-drop, batch-friendly. Supports all major UK banks.
Stage and reconcile statements across multiple bank accounts and periods in one workspace.
Replace a statement without losing edits — Bank2Books matches against existing transactions.
What to do when a PDF fails to parse, and how to enable manual entry.
A walkthrough of how merchant names, amounts, and patterns drive nominal mapping.
Override once, and the system learns the rule for that supplier going forward.
Period selection, comparisons, and how categories roll up into P&L lines.
Match opening and closing balances against the bank, and resolve gaps.
Pick a period, review the 9-box totals, and confirm before submission.
Standard, reduced, zero-rated, exempt, out-of-scope — and when to use each.
What each role can do, and how to invite people to your workspace.
One account, many clients — recommended structure and naming conventions.
Still stuck?
Drop our team a line and a real human will get back to you within one working day.