Bench + Expense Reporting: Complete Workflow
Preparing for expense reporting and using Bench? Employees and business owners need to extract business expenses from personal or corporate bank statements for reimbursement claims and expense reporting. BankScan AI bridges the gap between your bank's PDF statements and Bench's import feature.
BankScan AI → Bench for Expense Reporting
Convert bank statement PDFs to CSV formatted for Bench import. Convert your bank statement to Excel, then quickly filter and categorise business expenses for reimbursement claims, P11D reporting, or management accounts.
How It Works
Upload your bank statement PDF
Supports all major banks. Upload Monthly or quarterly, depending on the company's expense policy; P11D reporting covers the full tax year 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 expense reporting
Upload into Bench and use the reconciled data for expense reporting.
Supported Banks
BankScan AI works with all major UK and US banks, including:
Bench + Expense Reporting 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 Expense Reporting — Convert your bank statement to Excel, then quickly filter and categorise business expenses for reimbursement claims, P11D reporting, or management accounts.
Import for Expense Reporting into Bench
After converting your bank statements for expense reporting:
- 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 Expense Reporting
Monthly expense claims typically due within 30 days of the expense; P11D filing deadline is 6 July following the tax year
Convert for Bench + Expense Reporting