Bench Bank Statement Import for Enrolled Agents

Convert bank statement PDFs to CSV for Bench import. Built for enrolled agents. Supports all UK banks. Try free.

Try Free — Bench + Enrolled Agents
99%+Accuracy
30sPer Statement
15+UK Banks
FreeTier Available

Why Use BankScan AI?

Enrolled Agents representing clients before the IRS need to review bank statements for tax return preparation, audit defense, and compliance verification. If you use Bench for your accounting, you need a fast way to get bank statement data into the system.

The Solution

BankScan AI converts any UK bank statement PDF to CSV formatted for direct import into Bench. Batch-convert client bank statements to Excel for fast income verification, deduction substantiation, and IRS examination responses.

How It Works

1

Upload any bank statement PDF

Supports all major UK banks — HSBC, Barclays, Lloyds, NatWest, Monzo, Santander, Revolut, and 15+ more.

2

AI formats for Bench

Our AI extracts every transaction and outputs a CSV file with the exact column format Bench expects.

3

Import into Bench

Upload the file into Bench and reconcile transactions. No manual data entry needed.

Supported UK Banks

BankScan AI works with all major UK banks, including:

HSBC Barclays Lloyds NatWest Monzo Santander Revolut Chase Bank of America Wells Fargo Citibank US Bank Capital One

Plus Starling, Halifax, Nationwide, RBS, TSB, Tide, Metro Bank, Coutts, and more.

Key Features

Ready to Save Hours?

Join hundreds of UK accountants and bookkeepers who use BankScan AI every day.

Try Free — Bench + Enrolled Agents

Frequently Asked Questions

Is BankScan AI good for enrolled agents using Bench?
Yes. BankScan AI is designed for enrolled agents who need to import bank statements into Bench. Batch-convert client bank statements to Excel for fast income verification, deduction substantiation, and IRS examination responses.
Does the output work with Bench?
Yes. BankScan AI produces CSV files formatted specifically for Bench's bank statement import feature.
Which banks are supported?
All major UK banks including HSBC, Barclays, Lloyds, NatWest, Santander, Monzo, Revolut, and 20+ more.
Is there a free tier?
Yes. Try BankScan AI free with limited conversions per month. Paid plans from $9.99/month.

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