99%+Accuracy
30sPer Statement
40+Banks Supported
FreeTier Available
Atom Bank → QBO for Financial Advisors (IFAs)
As financial advisor, you need Atom Bank bank statements in QBO 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 QBO
Parses Atom Bank's DD/MM/YYYY, extracts all transactions, outputs QBO (.qbo).
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 + QBO + Financial Advisors (IFAs)
- Atom Bank expertise — Handles DD/MM/YYYY and clean digital-first single-column layout with amount and running balance
- QBO output — QuickBooks recognises QBO files natively — double-click to import. Transactions land directly in the bank reconciliation queue with payee names and amounts pre-populated.
- 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 QBO — For Financial Advisors (IFAs)
Handles DD/MM/YYYY, outputs perfect QBO. Free tier available.
Convert Atom Bank to QBO FreeFrequently Asked Questions
Can I convert Atom Bank to QBO?
Yes. BankScan AI converts Atom Bank PDFs to QBO with DD/MM/YYYY and all transaction details preserved. BankScan AI generates QBO files with proper INTU.BID bank identifiers, unique FITID transaction IDs to prevent duplicates, and correctly signed amounts (negative for debits, positive for credits).
Is QBO right for financial advisors (ifas)?
QuickBooks Desktop and QuickBooks Online users who want the cleanest import with automatic bank account matching and transaction categorisation suggestions Financial Advisors (IFAs) particularly benefit from QuickBooks recognises QBO files natively — double-click to import. Transactions land directly in the bank reconciliation queue with payee names and amounts pre-populated..
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.