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Import Bank Statements into Bench for Bank Reconciliation

Convert bank statement PDFs for bank reconciliation and import into Bench. 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. All banks supported.

Convert for Bench + Bank Reconciliation
99%+Accuracy
30sPer Statement
40+Banks Supported
FreeTier Available

Bench + Bank Reconciliation: Complete Workflow

Preparing for bank reconciliation and using Bench? Monthly bank reconciliation requires matching every bank transaction against your accounting records. Working from PDF statements makes this slow and error-prone. BankScan AI bridges the gap between your bank's PDF statements and Bench's import feature.

BankScan AI → Bench for Bank Reconciliation

Convert bank statement PDFs to CSV formatted for Bench import. Convert bank statement PDFs to Excel for fast side-by-side reconciliation with your accounting records. Sort by date, filter by amount, and spot discrepancies instantly.

How It Works

1

Upload your bank statement PDF

Supports all major banks. Upload Monthly, covering one calendar month per reconciliation cycle; year-end reconciliation covers the full 12-month period of statements.

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 use for bank reconciliation

Upload into Bench and use the reconciled data for bank reconciliation.

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 + Bank Reconciliation Features

Import for Bank Reconciliation into Bench

After converting your bank statements for bank reconciliation:

  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 for Bank Reconciliation

Best practice is to reconcile within 5 working days of month-end; delays compound and make year-end reconciliation significantly harder

Convert for Bench + Bank Reconciliation

Frequently Asked Questions

Can I import bank statements into Bench for bank reconciliation?
Yes. BankScan AI converts PDFs to CSV for Bench. Convert bank statement PDFs to Excel for fast side-by-side reconciliation with your accounting records. Sort by date, filter by amount, and spot discrepancies instantly.
What format does Bench need?
Bench requires Date, Description, Amount — Bench bookkeepers handle column mapping during their review process with dates in MM/DD/YYYY. BankScan AI handles this automatically.
How many months for bank reconciliation?
Typically Monthly, covering one calendar month per reconciliation cycle; year-end reconciliation covers the full 12-month period. Internal finance team, bookkeeper, or accountant responsible for maintaining accurate accounting records and detecting errors or fraud will specify the exact period.
Is there a free tier?
Yes. Try free with limited conversions. Paid plans from $9.99/month.

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