99%+Accuracy
30sPer Statement
40+Banks Supported
FreeTier Available
Atom Bank → CSV for Financial Advisors (IFAs)
As financial advisor, you need Atom Bank bank statements in CSV format. Atom Bank, the UK's first app-only bank, produces digital-first PDF statements with a clean layout that BankScan AI converts with high accuracy. BankScan AI handles the conversion — DD/MM/YYYY, clean digital-first single-column layout with amount and running balance, and all.
How It Works
1
Upload Atom Bank PDF
Drop your Atom Bank statement PDF. Supports PDF.
2
AI converts to CSV
Parses Atom Bank's DD/MM/YYYY, extracts all transactions, outputs CSV (.csv).
3
Use in your financial advisors (ifas) work
Download and use with Intelliflo, CashCalc. Convert client bank statements to Excel for quick financial analysis, cashflow modelling, and wealth planning presentations.
Atom Bank + CSV + Financial Advisors (IFAs)
- Atom Bank expertise — Handles DD/MM/YYYY and clean digital-first single-column layout with amount and running balance
- CSV output — Smallest file size, opens in any text editor, and is the most widely accepted import format across all accounting platforms worldwide.
- 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
Atom Bank to CSV — For Financial Advisors (IFAs)
Handles DD/MM/YYYY, outputs perfect CSV. Free tier available.
Convert Atom Bank to CSV FreeFrequently Asked Questions
Can I convert Atom Bank to CSV?
Yes. BankScan AI converts Atom Bank PDFs to CSV with DD/MM/YYYY and all transaction details preserved. BankScan AI outputs UTF-8 encoded CSV with ISO date format (YYYY-MM-DD) by default, with options for DD/MM/YYYY or MM/DD/YYYY. Amounts use decimal points, no thousands separators.
Is CSV right for financial advisors (ifas)?
Importing transactions into accounting software (Xero, QuickBooks, FreeAgent), bulk data processing, and integration with custom scripts or databases Financial Advisors (IFAs) particularly benefit from Smallest file size, opens in any text editor, and is the most widely accepted import format across all accounting platforms worldwide..
How accurate is the conversion?
BankScan AI achieves 99%+ accuracy on Atom Bank statements, handling Fixed saver maturity entries can be confused with regular transactions, the app-generated PDF uses modern font rendering that occasionally affects text extraction, and mortgage-related statements have a completely different layout from savings automatically.