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Barclays · Statement parser

Barclays bank statements, read and categorised

Convert Barclays statements to Excel, CSV or JSON and get every transaction categorised — dates, descriptions and amounts extracted from the bank's own PDF, a scan, or a photo taken on a phone.

Barclays statement

Analysis complete · 12 months read

  • Balance Analysis Complete
  • HMRC Transactions Identified
  • Director Transfers Flagged
  • Unpaid Transactions Checked

99.4%

extraction accuracy, measured against manual review

9

analysis modules run on every statement

Zero

data retention — Cyber Essentials certified

01 / How it works

Parse and extract transactions at 100x speed

01

Upload

Upload statements securely through the platform for instant processing.

02

Parse and extract

Computer vision reads every page — digital, scanned or photographed — and extracts each transaction with its date, description and amount.

03

Analyse

Nine analysis modules run on the extracted data: HMRC transactions, unpaid items, director transfers, loan payments and more.

04

Export

Export to Excel, CSV or JSON, or push the results straight into your own systems through the API.

02 / Modules

Nine modules, on every Barclays statement

Business Information

Extract company details and account information from Barclays statements with computer-vision accuracy.

Unpaid Transactions

Identify failed payments and outstanding items in Barclays statements to assess credit risk.

HMRC Transactions

Track tax payments, VAT and PAYE submissions from Barclays statements for compliance verification.

Director Transfers

Monitor money moving between company and director accounts in Barclays statements.

Loan Analysis

Analyse loan payments and borrowing patterns from Barclays statements for credit assessment.

Direct Debit Analysis

Monitor automated recurring payments and financial commitments in Barclays statements.

Overdraft Analysis

Track overdraft usage and negative-balance periods in Barclays statements for risk assessment.

Balance Analysis

Examine cash flow patterns and financial stability from Barclays statements.

Recurring Transactions

Detect regular payment patterns and subscriptions in Barclays statements for income verification.

03 / Use cases

Comprehensive solutions for every financial workflow

Lending

Balance Analysis and Loan Analysis assess creditworthiness by examining cash flow patterns, existing debt obligations and repayment capacity.

  • Balance Analysis and Loan Analysis
  • Overdraft Analysis and Recurring Transactions
  • Unpaid Transactions risk assessment

Brokerage

Balance Analysis and Recurring Transactions help brokers assess client affordability and income stability before matching them to a lender.

  • Business Information extraction
  • HMRC Transactions and Director Transfers
  • Risk factors disclosed up front

Packaging

Transactions are categorised automatically and HMRC payments identified, so a file arrives at the lender in a standard, readable shape.

  • Standardised financial profiles
  • HMRC Transactions verification
  • Director Transfers for corporate lending

See it on your own files

Send us five statements from cases you've already decided. We'll show you what ExactSum returns and how it compares to the calls your team made.