99%+Accuracy
30sPer Statement
40+Banks Supported
FreeTier Available
Atom Bank → Excel for Financial Advisors (IFAs)
As financial advisor, you need Atom Bank bank statements in Excel 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 Excel
Parses Atom Bank's DD/MM/YYYY, extracts all transactions, outputs Excel (.xlsx).
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 + Excel + Financial Advisors (IFAs)
- Atom Bank expertise — Handles DD/MM/YYYY and clean digital-first single-column layout with amount and running balance
- Excel output — Supports multiple sheets per workbook, conditional formatting for flagging large transactions, and embedded formulas for running balance verification.
- 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 Excel — For Financial Advisors (IFAs)
Handles DD/MM/YYYY, outputs perfect Excel. Free tier available.
Convert Atom Bank to Excel FreeFrequently Asked Questions
Can I convert Atom Bank to Excel?
Yes. BankScan AI converts Atom Bank PDFs to Excel with DD/MM/YYYY and all transaction details preserved. BankScan AI outputs .xlsx files with formatted headers, auto-sized columns, date cells (not text), and numeric amounts — so SUM, VLOOKUP, and pivot tables work immediately without reformatting.
Is Excel right for financial advisors (ifas)?
Accountants doing manual analysis, auditors sampling transactions, and anyone who needs to manipulate data with formulas or charts Financial Advisors (IFAs) particularly benefit from Supports multiple sheets per workbook, conditional formatting for flagging large transactions, and embedded formulas for running balance verification..
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.