Bench + PPP & EIDL Documentation: Complete Workflow
Preparing for ppp & eidl documentation and using Bench? PPP and EIDL loan recipients need bank statements to document eligible expenses, payroll costs, and fund usage for SBA forgiveness applications and ongoing compliance. BankScan AI bridges the gap between your bank's PDF statements and Bench's import feature.
BankScan AI → Bench for PPP & EIDL Documentation
Convert bank statement PDFs to CSV formatted for Bench import. Convert bank statements to structured spreadsheets to document PPP-eligible expenses, track EIDL fund usage, and prepare forgiveness application supporting documents.
How It Works
Upload your bank statement PDF
Supports all major banks. Upload 8-24 week covered period for PPP forgiveness; EIDL loan term (up to 30 years) with ongoing compliance documentation of fund usage 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 ppp & eidl documentation
Upload into Bench and use the reconciled data for ppp & eidl documentation.
Supported Banks
BankScan AI works with all major UK and US banks, including:
Bench + PPP & EIDL Documentation 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 PPP & EIDL Documentation — Convert bank statements to structured spreadsheets to document PPP-eligible expenses, track EIDL fund usage, and prepare forgiveness application supporting documents.
Import for PPP & EIDL Documentation into Bench
After converting your bank statements for ppp & eidl documentation:
- 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 PPP & EIDL Documentation
PPP forgiveness applications should be submitted within 10 months of the covered period end to avoid loan repayment starting; SBA OIG audits can occur years after forgiveness
Convert for Bench + PPP & EIDL Documentation