AIB Statements + Financial Advisors (IFAs) Workflow
As financial advisor, you regularly handle AIB bank statements. Independent financial advisors reviewing client finances need to analyse bank statements to understand spending patterns, income, and savings capacity.
BankScan AI: AIB to Excel for Financial Advisors (IFAs)
BankScan AI converts AIB statements to Excel automatically — handling DD/MM/YYYY and Irish banking format with separate Debit and Credit columns plus running balance. Convert client bank statements to Excel for quick financial analysis, cashflow modelling, and wealth planning presentations.
About AIB Statement Format
AIB UK statements serve Northern Ireland customers with a format that differs from mainland UK banks. BankScan AI parses both GBP and EUR transactions.
AIB Statement Quirks
AIB uses DD/MM/YYYY with Irish banking format with separate Debit and Credit columns plus running balance. Common issues: GBP and EUR transactions may be intermixed on cross-border accounts, AIB Group formatting conventions from the Republic of Ireland parent occasionally appear, and older First Trust Bank-branded statements use a completely different layout. BankScan AI handles all of these automatically.
How Financial Advisors (IFAs) Handle AIB Statements
When working with AIB statements, financial advisors (ifas) need to IFAs request bank statements during fact-find meetings to assess client income, expenditure patterns, existing commitments, and savings capacity. They analyse statements to build cashflow models, iden
Key terms you'll encounter: fact-find, suitability report, attitude to risk, capacity for loss, income and expenditure analysis.
How It Works
Upload AIB statement
Drag and drop your AIB PDF. Supports PDF. Our AI handles DD/MM/YYYY automatically.
AI parses the statement
Our AI understands AIB's Irish banking format with separate Debit and Credit columns plus running balance and extracts every transaction with 99%+ accuracy.
Use in your financial advisors (ifas) workflow
Download Excel ready for Intelliflo, CashCalc or direct analysis.
AIB + Financial Advisors (IFAs) Features
- Cross-border EUR transactions — appear alongside GBP entries for customers with Republic of Ireland connections
- Former First Trust — Bank branding may still appear on legacy account statements
- Built for Financial Advisors (IFAs) — Saves 30-45 minutes per client fact-find on income and expenditure analysis, with annual reviews completed 20-30 minutes faster per client
- Software compatible — Output works directly with Intelliflo, CashCalc, Excel
Convert AIB Statements — Built for Financial Advisors (IFAs)
Handles DD/MM/YYYY dates, Irish banking format with separate Debit and Credit columns plus running balance, and PDF formats automatically.
Convert AIB Statements Free