Bench + Audit Preparation: Complete Workflow
Preparing for audit preparation and using Bench? Auditors need to verify bank balances and test transactions against financial statements. Getting bank data into a workable format is the first bottleneck. BankScan AI bridges the gap between your bank's PDF statements and Bench's import feature.
BankScan AI → Bench for Audit Preparation
Convert bank statement PDFs to CSV formatted for Bench import. Convert bank statements to structured Excel files for audit testing, balance verification, and transaction sampling. Save hours of data preparation.
How It Works
Upload your bank statement PDF
Supports all major banks. Upload Full financial year (12 months), plus confirmation of opening and closing balances for the period under audit of statements.
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 use for audit preparation
Upload into Bench and use the reconciled data for audit preparation.
Supported Banks
BankScan AI works with all major UK and US banks, including:
Bench + Audit Preparation Features
- 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 Audit Preparation — Convert bank statements to structured Excel files for audit testing, balance verification, and transaction sampling. Save hours of data preparation.
Import for Audit Preparation into Bench
After converting your bank statements for audit preparation:
- 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 for Audit Preparation
Statutory accounts must be filed within 9 months of year-end for private companies; audit fieldwork typically compressed into 2-4 weeks
Convert for Bench + Audit Preparation