Bench + Grant Application: Complete Workflow
Preparing for grant application and using Bench? Grant applications often require evidence of financial health, cash flow, and how previous funding was spent — typically shown through bank statements. BankScan AI bridges the gap between your bank's PDF statements and Bench's import feature.
BankScan AI → Bench for Grant Application
Convert bank statement PDFs to CSV formatted for Bench import. Convert your bank statements to clear spreadsheets that demonstrate financial health, spending patterns, and fund usage for grant applications.
How It Works
Upload your bank statement PDF
Supports all major banks. Upload 3-12 months, depending on the funder; Arts Council and Innovate UK typically require 3 months, while National Lottery may require a full 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 grant application
Upload into Bench and use the reconciled data for grant application.
Supported Banks
BankScan AI works with all major UK and US banks, including:
Bench + Grant Application 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 Grant Application — Convert your bank statements to clear spreadsheets that demonstrate financial health, spending patterns, and fund usage for grant applications.
Import for Grant Application into Bench
After converting your bank statements for grant application:
- 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 Grant Application
Grant rounds have fixed closing dates; applications without complete financial evidence are typically rejected outright rather than given extensions
Convert for Bench + Grant Application