Bill.com + Bookkeepers: Faster Bank Import
Bookkeepers deal with statements from dozens of different banks, each with its own PDF format. Copy-pasting transactions is error-prone and tedious. If you use Bill.com for your accounting, you need a fast way to get bank statement data into the system.
BankScan AI for Bookkeepers Using Bill.com
BankScan AI converts any bank statement PDF to CSV formatted for direct import into Bill.com. BankScan AI handles every major UK bank format automatically. Upload the PDF, download the spreadsheet — no manual data entry needed.
The Bookkeepers + Bill.com Workflow
Bookkeepers collect bank statements from clients weekly or monthly, categorise each transaction against the chart of accounts, reconcile balances, and flag discrepancies. They typically process statements in batches by client, posting entries into cloud accounting software before month-end close.
Key terms you'll encounter: chart of accounts, bank feed, transaction categorisation, month-end close.
How It Works
Upload any bank statement PDF
Supports all major banks. Saves approximately 30 minutes per client per month on data entry, freeing up 8-10 hours per week for a bookkeeper with 20+ clients
AI formats for Bill.com
Output as CSV with N/A — Bill.com is AP/AR software. Use BankScan AI data to verify that Bill.com-initiated payments cleared the bank correctly. — dates in MM/DD/YYYY (for reference).
Import and reconcile
Bill.com doesn't import bank statements directly. Use BankScan AI CSV output to reconcile Bill.com payment records against actual bank debits and credits in your accounting software. Cross-reference BankScan AI bank data with Bill.com payment records to catch failed payments, duplicate charges, and timing differences between payment initiation and bank clearing.
Supported Banks
BankScan AI works with all major UK and US banks, including:
Bill.com Features for Bookkeepers
- Bill.com ready — Output formatted as CSV matching Bill.com's expected column structure
- Smart integration — Cross-reference BankScan AI bank data with Bill.com payment records to catch failed payments, duplicate charges, and timing differences between payment initiation and bank clearing.
- Built for Bookkeepers — Saves approximately 30 minutes per client per month on data entry, freeing up 8-10 hours per week for a bookkeeper with 20+ clients
- Software compatible — Output works directly with Xero, QuickBooks Online, FreeAgent
Import Steps for Bookkeepers Using Bill.com
As bookkeeper, here's how to get bank data into Bill.com:
- Bill
- com doesn't import bank statements directly
- Use BankScan AI CSV output to reconcile Bill
- com payment records against actual bank debits and credits in your accounting software
Common Import Issues
No direct import. Common reconciliation issue: Bill.com batches multiple payments into single ACH debits — use BankScan AI's date and amount data to match batch totals.
Bill.com Import — Built for Bookkeepers
Leading US AP/AR automation platform with 460,000+ customers. Essential tool for mid-market businesses processing high volumes of vendor payments and customer invoices.
Try Free — Bill.com + Bookkeepers