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Starling

Download Starling Business statements (PDF) and convert to Excel

Updated January 2025 · 5 min read

Starling Business accounts are fintech-based, and while they offer CSV exports, clients often provide PDF statements to accountants when they can't or won't share account access.

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

Download a Starling PDF statement

  1. Log in to Starling Business app or online banking (if you have access) or request PDF from client.
  2. Navigate to Statements or Account.
  3. Select Download Statement and choose PDF format.
  4. Select the statement period (monthly recommended).
  5. Download the PDF—ensure it includes all transactions and balances.

Convert to Excel for reconciliation

  • Upload the PDF to StatementScribe for extraction.
  • Starling statements are generally clean but may include instant payment references.
  • Export to Excel with columns: date, description, amount, balance, reference.

Common challenges

  • Fintech statements may have different formatting than traditional banks.
  • Instant payment references may need special handling for reconciliation.
  • Multi-currency accounts may have FX fees and exchange rate differences.

Tips for accountants

  • PDF statements are common when clients can't provide Starling account access.
  • Request monthly PDF statements directly from clients or via Starling app.
  • Keep original PDFs as audit evidence alongside your Excel reconciliation.

FAQ

Are PDF statements common for Starling?

Yes, PDF statements are common when clients can't provide Starling account access. While Starling offers CSV exports, PDFs are often requested by accountants.

How do I handle instant payment references?

Instant payment references may need special handling for reconciliation. Include them in your Excel export and match against your records.

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Download Starling Business statements (PDF) and convert to Excel