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Small Business Bookkeeping

If you run a small business, your bank statements are the foundation of your bookkeeping. openstan imports your business bank statement PDFs, creates a searchable transaction database, and exports clean data for your accounting software — all without sending your financial data to the cloud.

Get Started Quick Start Guide

The Challenge

PDF Statements Aren't Bookkeeping

Banks give you PDFs. Your accountant or bookkeeper needs structured data — dates, descriptions, amounts, categories. Bridging that gap manually takes hours every month.

Multiple Business Accounts

Many businesses run separate accounts for different purposes — operating, tax savings, payroll. Each needs tracking.

Making Tax Digital

From April 2026, sole traders earning over £50,000 must keep digital records and submit quarterly updates to HMRC. Your records need to be in a structured, digital format — not paper PDFs.

How openstan Helps

Import Business Statements

Drop your business bank statement PDFs into openstan. It parses every transaction and stores it in a local database.

Build a Transaction Database

Your transactions become a searchable, filterable database — not just a spreadsheet. Search by date range, amount, description, or account.

Export for Your Accountant

Export to Excel, CSV, or JSON. Use the flat table for simple needs, or the full star-schema dataset (accounts, dates, transactions, balances) for comprehensive bookkeeping.

Use Reports for Monthly Reviews

Build saved report configurations for your monthly bookkeeping routine — filter by date range, group by account, and calculate running totals.

Typical Workflow

  1. Install openstan on your computer
  2. Create a project for your business
  3. Download statement PDFs from your business bank account(s)
  4. Import monthly — it takes under a minute
  5. Export to CSV and pass to your bookkeeper, or import into your accounting software
  6. Build reports for monthly management reviews

What You'll Need

  • Business bank statement PDFs (download from your online banking)
  • openstan installed on your computer

More Use Cases

Self Assessment — personal tax alongside business. Multi-Account Tracking — personal finance. All use cases.