Bench Bank Statement Import for Letting Agents

Convert bank statement PDFs to CSV for Bench import. Built for letting agents. Saves 3-4 hours per week on client money account reconciliation for a letting agent managing 100+ properties

Try Free — Bench + Letting Agents
99%+Accuracy
30sPer Statement
40+Banks Supported
FreeTier Available

Bench + Letting Agents: Faster Bank Import

Letting agents managing tenant deposits, rent collection, and landlord payments across client money accounts need meticulous reconciliation. If you use Bench for your accounting, you need a fast way to get bank statement data into the system.

BankScan AI for Letting Agents Using Bench

BankScan AI converts any bank statement PDF to CSV formatted for direct import into Bench. Convert your client money account statements to Excel for fast reconciliation of rent receipts, deposit transfers, and management fee deductions.

The Letting Agents + Bench Workflow

Letting agents collect rent from tenants into client money accounts, deduct management fees, pay landlords their net rent, handle deposit protection scheme transfers, and manage maintenance contractor payments. Monthly landlord statements must reconcile exactly with the client money account bank statement, with every penny accounted for.

Key terms you'll encounter: client money protection, landlord statement, tenant deposit scheme, management fee.

How It Works

1

Upload any bank statement PDF

Supports all major banks. Saves 3-4 hours per week on client money account reconciliation for a letting agent managing 100+ properties

2

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.

3

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:

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

Bench Features for Letting Agents

Import Steps for Letting Agents Using Bench

As letting agent, here's how to get bank data into Bench:

  1. Share BankScan AI's converted CSV files with your Bench bookkeeper via the Bench portal
  2. 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 Letting Agents

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 + Letting Agents

Frequently Asked Questions

Is BankScan AI good for letting agents using Bench?
Yes. BankScan AI produces CSV files for Bench and is designed for letting agents. Convert your client money account statements to Excel for fast reconciliation of rent receipts, deposit transfers, and management fee deductions.
What column format does Bench need?
Date, Description, Amount — Bench bookkeepers handle column mapping during their review process BankScan AI handles this automatically.
What software do letting agents typically pair with Bench?
Letting Agents commonly use Goodlord, Arthur Online, PayProp. BankScan AI is compatible with all of them.
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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