Bank statement extraction
Upload statement PDFs, review transaction rows, correct anything uncertain, and export Date, Description, Money Out, Money In and Balance.
Capture. Extract. Organise.
Bookkeeping-ready records from messy financial documents.
billingly helps UK bookkeepers, accountants and small teams turn statements, receipts, invoices and claims into reviewed records they can trust.
Private uploads Review states Clean CSV export
Review queue May documents
12 need review b
messy statement.pdf Extracting rows and balances
Receipt from Finch Supplies Gross £84.20 matched
Ready Bank row 18 Description needs review
Check Mileage claim Round trip, 42.8 miles
Draft What it handles
One practical workspace for the records that usually slow the books down.
Billingly keeps the focus tight: capture, extraction, review, organisation and export for UK bookkeeping workflows.
Receipt and invoice capture
Pull supplier, document date, reference, category, payment method, net, VAT, gross and currency into a clean reviewable record.
Expense claim workflows
Staff can submit claims with private evidence while managers approve, reject, mark paid and export reimbursement-ready CSVs.
Mileage claim support
Record drivers, vehicles, round trips, multi-stop routes, distance, passenger counts and HMRC-style mileage rate suggestions.
Supplier views
See supplier summaries from reviewed purchase capture data without turning Billingly into a full supplier ledger.
Review-first CSV export
Keep people in control with clear review states, then export tidy CSV files for the bookkeeping system that already fits the client.
How it works
A workflow that keeps the human reviewer in charge.
Billingly is designed for the person who has to sign off the numbers. It helps structure the work without hiding the judgement calls.
Upload
Bring in bank statements, receipts, invoices, mileage details or staff claim evidence.
Extract
Billingly structures the useful fields and separates clean rows from records needing attention.
Review
Your team corrects, adds or removes rows before anything is marked ready.
Export
Download clean CSV data for Xero, QuickBooks, Sage, FreeAgent or your own bookkeeping process.
Product feel
Clear queues, visible states, export-ready data.
The interface is built to feel calm during month end: dense enough for real work, friendly enough for teams who do not live in spreadsheets all day.
- Review rows before marking a statement ready.
- Keep evidence private while managers check claims.
- Export tidy CSVs after corrections are complete.
Rows extracted 126
Need review 3
Export format CSV
Date Description Money out Money in State
03 May Office supplies £42.18 - Reviewed
04 May Card payment text unclear £19.60 - Check
05 May Client receipt - £1,240.00 Reviewed
Why it feels different
Built for the review pile, not the hype cycle.
Billingly is intentionally narrow. It does not pretend to be your accounts package, your bank feed, your payroll system or your payment run. It helps make the messy middle cleaner.
Private by default
Financial files are treated as sensitive documents, with authenticated access patterns and no public document URLs.
Review-first
Clear states show what is ready, what is submitted and what still needs a human eye before export.
UK practical
VAT fields, HMRC-style mileage thinking, organisation roles and CSV handoff are part of the product language.
Pricing
Start with 10 days of Starter, then pick the pack that fits the review pile.
Simple UK pricing built around the parts that matter for Billingly: users, monthly extraction allowance, private document handling and clean CSV export.
£0 10 days
£0 10 days
Try the Starter pack with real review workflows before choosing a paid plan.
- 5 users included
- 20 monthly extractions
- Private uploads and CSV export
- No card needed to begin
Then choose Starter or Medium when the trial fits.
Then choose Starter or Medium when the trial fits.
Start 10-day trial Start 10-day trial £193.80 per year
£19 per month
For small bookkeeping teams getting Billingly into weekly use.
- 5 users included
- 20 extractions per month
- Unlimited document uploads
- Extra users £30.60/year each Extra users £3/month each
Equivalent to £16.15/month excl. VAT, saving 15%.
Billed monthly, excl. VAT.
Choose Starter Choose Starter £459 per year
£45 per month
For growing practices with more users and monthly extraction volume.
- 10 users included
- 50 extractions per month
- Unlimited document uploads
- Extra users £20.40/year each Extra users £2/month each
Equivalent to £38.25/month excl. VAT, saving 15%.
Billed monthly, excl. VAT.
Choose Medium Choose MediumFAQ
Straight answers for cautious finance teams.
Does Billingly replace Xero, QuickBooks, Sage or FreeAgent?
No. Billingly is built around capture, extraction, review, approval and CSV export. It helps you prepare cleaner data for bookkeeping tools, not replace them.
What documents can it help with?
The current product direction covers bank statement PDFs, receipts, purchase invoices, staff expense claims and mileage claims.
Are uploaded financial documents public?
No. Billingly is designed around private storage, authenticated previews and organisation-scoped workflows for sensitive financial documents.
Can it handle scanned bank statements?
Scanned PDFs need OCR or bank-specific parser support before they can be treated as production-ready. Text-based PDFs are the first focus.
Does it automate bookkeeping decisions?
Billingly is review-first. It can suggest structured data, but the user stays in control of corrections, readiness and export.
Will pricing be based on modules?
Pricing is currently shaped around team seats and monthly extraction allowance. Starter is £19/month for 5 users and 20 extractions; Medium is £45/month for 10 users and 50 extractions.
Is there a free trial?
Yes. New workspaces can start a 10-day trial with Starter pack access, including 5 users and 20 monthly extractions. No card is needed to begin.
Capture. Extract. Organise.
Give the review pile a cleaner place to land.
Start with the workflows that create the most bookkeeping friction: statements, receipts, invoices, expenses and mileage.