Bench + Care Homes: Faster Bank Import
Care homes receive local authority funding, private fees, and NHS contributions — each with different payment schedules and reconciliation requirements. If you use Bench for your accounting, you need a fast way to get bank statement data into the system.
BankScan AI for Care Homes Using Bench
BankScan AI converts any bank statement PDF to CSV formatted for direct import into Bench. Convert your care home bank statements to Excel to reconcile council payments, private resident fees, and NHS funding allocations efficiently.
The Care Homes + Bench Workflow
Care home managers reconcile multiple funding streams: local authority spot purchase and block contract payments, private resident fees (often paid by family members), NHS Funded Nursing Care (FNC) contributions, and Continuing Healthcare (CHC) funding. Bank statements must be matched against individual resident funding agreements to track who has paid and identify arrears.
Key terms you'll encounter: funded nursing care, continuing healthcare, spot purchase, block contract.
How It Works
Upload any bank statement PDF
Supports all major banks. Saves 3-4 hours per week on funding stream reconciliation for a care home with 40+ residents funded through multiple sources
AI formats for Bench
Output as CSV with Date, Description, Amount — Bench bookkeepers handle column mapping during their review process — dates in MM/DD/YYYY.
Import and reconcile
Share BankScan AI's converted CSV files with your Bench bookkeeper via the Bench portal. They import the data into your Bench account for categorisation and reconciliation. Bench bookkeepers can use BankScan AI's pre-structured data to speed up categorisation, reducing the typical 5-day turnaround to 1-2 days for historical catch-up bookkeeping.
Supported Banks
BankScan AI works with all major UK and US banks, including:
Bench Features for Care Homes
- Bench ready — Output formatted as CSV matching Bench's expected column structure
- Smart integration — Bench bookkeepers can use BankScan AI's pre-structured data to speed up categorisation, reducing the typical 5-day turnaround to 1-2 days for historical catch-up bookkeeping.
- Built for Care Homes — Saves 3-4 hours per week on funding stream reconciliation for a care home with 40+ residents funded through multiple sources
- Software compatible — Output works directly with Sage, Xero, CoolCare
Import Steps for Care Homes Using Bench
As care home manager, here's how to get bank data into Bench:
- Share BankScan AI's converted CSV files with your Bench bookkeeper via the Bench portal
- They import the data into your Bench account for categorisation and reconciliation
Common Import Issues
Bench's human bookkeepers handle most import issues. Main challenge is when bank feeds disconnect — BankScan AI serves as the backup data source for gap periods.
Bench Import — Built for Care Homes
Unique hybrid model combining software with dedicated human bookkeepers. Popular with US small business owners who want hands-off bookkeeping without hiring an in-house accountant.
Try Free — Bench + Care Homes