Bank of America → Google Sheets for Financial Advisors (IFAs)
As financial advisor, you need Bank of America bank statements in Google Sheets format. Bank of America statements include CHECKCARD entries, ACH transfers, and wire transactions in a multi-section layout. BankScan AI extracts all transaction types with full descriptions. BankScan AI handles the conversion — MM/DD/YYYY, multi-section layout with Deposits and Other Credits, Withdrawals and Other Debits, Checks, and Daily Balances in separate sections, and all.
How It Works
Upload Bank of America PDF
Drop your Bank of America statement PDF. Supports PDF.
AI converts to Google Sheets
Parses Bank of America's MM/DD/YYYY, extracts all transactions, outputs Google Sheets (cloud format).
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.
Bank of America + Google Sheets + Financial Advisors (IFAs)
- Bank of America expertise — Handles MM/DD/YYYY and multi-section layout with Deposits and Other Credits, Withdrawals and Other Debits, Checks, and Daily Balances in separate sections
- Google Sheets output — Real-time collaboration, comment threads on specific transactions, version history, and the ability to share with clients via a simple link without email attachments.
- 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
Bank of America to Google Sheets — For Financial Advisors (IFAs)
Handles MM/DD/YYYY, outputs perfect Google Sheets. Free tier available.
Convert Bank of America to Google Sheets Free