The Problem
Independent financial advisors reviewing client finances need to analyse bank statements to understand spending patterns, income, and savings capacity.
The Solution
Convert client bank statements to Excel for quick financial analysis, cashflow modelling, and wealth planning presentations.
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For financial advisors (ifas), the core workflow challenge is not just reading bank statements — it is turning unstructured PDF data into actionable, organised records quickly enough to stay on top of deadlines. Independent financial advisors reviewing client finances need to analyse bank statements to understand spending patterns, income, and savings capacity. BankScan AI eliminates this bottleneck by handling the data extraction automatically, so financial advisors (ifas) can focus on analysis, client advice, and compliance rather than manual data entry.
How It Works
Upload any bank statement PDF
Supports all major UK banks — HSBC, Barclays, Lloyds, NatWest, Monzo, Santander, Revolut, and more.
AI extracts every transaction
Our AI reads the PDF and pulls out dates, descriptions, amounts, and balances with over 99% accuracy.
Download your spreadsheet
Get a formatted Excel file ready to import into your accounting software or use for analysis.
Supported UK Banks
BankScan AI works with all major UK banks, including:
Plus Starling, Halifax, Nationwide, RBS, TSB, Tide, Metro Bank, Coutts, and more.
Key Features
- AI-powered parsing — reads any bank statement layout, not just templates
- All major UK banks — HSBC, Barclays, Lloyds, NatWest, Monzo, Santander, Revolut, and more
- Instant results — upload a PDF, get your spreadsheet in under 30 seconds
- Batch conversion — process multiple statements at once with paid plans
- Secure by design — files processed in memory and deleted immediately
- No software to install — works entirely in your browser
Ready to Save Hours?
Join hundreds of UK accountants and bookkeepers who use BankScan AI every day.
Try Free — Built for Financial Advisors (IFAs)