StatementScribe

Santander UK

Download Santander UK business statements (PDF) and convert to Excel

Updated January 2025 · 5 min read

Santander UK business accounts provide PDF statements that are commonly used for reconciliation when clients can't share account access. Statement structures can vary by account type.

This content is informational only and does not constitute legal, tax, or financial advice.

Download a Santander PDF statement

  1. Sign in to Santander Business Online Banking.
  2. Go to Statements or Account Services.
  3. Select the account and statement period.
  4. Download the monthly PDF statement.
  5. Verify the PDF includes transaction details and opening/closing balances.

Convert to Excel for reconciliation

  • Upload the PDF to StatementScribe for transaction extraction.
  • Santander statements may have varying formats—validate column extraction carefully.
  • Export to Excel with consistent columns for date, description, amount, balance.

Common challenges

  • Statement formats may vary between different business account types.
  • Fees and charges may appear in separate sections—include them in reconciliation.
  • Multiple accounts may be bundled in one statement PDF—split before conversion.

Tips for accountants

  • PDF statements are preferred over CSV exports for Santander business accounts.
  • When clients can't provide account access, request PDF statements directly.
  • Keep original PDFs as audit evidence alongside your Excel reconciliation.

FAQ

How do I handle fees and charges?

Fees and charges may appear in separate sections of Santander statements. Include them in your reconciliation and categorize separately for accounting purposes.

Are PDF statements preferred over CSV exports?

Yes, PDF statements are preferred over CSV exports for Santander business accounts. PDFs include balances and are more consistent.

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Download Santander UK business statements (PDF) and convert to Excel