You can export your full account history from Account → Transaction History → Export. Choose a date range, then select CSV (for spreadsheet import) or PDF (for a formatted statement). The export is generated immediately and downloads to your browser.
What the export includes
- All drawdowns and the dates funds were sent
- Repayment collections, including any early repayment amounts
- Slice instalments and their settlement dates
- Flex balance at the start and end of each statement period
- Any fees applied during the period
Sharing with your accountant
The PDF export carries your company name, registered number, and facility reference — it is formatted to accompany management accounts or a year-end pack without further editing. If your accountant uses accounting software, the CSV export maps cleanly to date, description, debit, and credit columns. Column headers are labelled in the file.
Retention and historical data
Transaction records are available in the dashboard for the full term of any active or closed facility, subject to our standard data retention period. If you need records older than those visible in the export tool, contact our support team with your facility reference and the date range required.
We lend only to UK limited companies and LLPs, and the loan is to the company with no director personal guarantee. As business finance outside the consumer-credit regime, it is not covered by the Financial Ombudsman Service or FSCS.
See also: What information does the Creditcorp dashboard show?, How do I set up alerts and notifications on my Creditcorp account?