BMO → Google Sheets for Tax Preparers
As tax preparer, you need BMO bank statements in Google Sheets format. BMO US statements (formerly BMO Harris) use a format common to Canadian-heritage US banks. BankScan AI handles both personal and business BMO statement layouts. BankScan AI handles the conversion — MM/DD/YYYY, Canadian-heritage format with Date, Description, Debits, Credits, and Balance columns, plus account summary and fee analysis sections, and all.
How It Works
Upload BMO PDF
Drop your BMO statement PDF. Supports PDF.
AI converts to Google Sheets
Parses BMO's MM/DD/YYYY, extracts all transactions, outputs Google Sheets (cloud format).
Use in your tax preparers work
Download and use with TurboTax Pro, Drake Tax. Convert client bank statements to organized Excel spreadsheets in seconds — verify W-2 income, find deductible expenses, and prepare returns faster during tax season.
BMO + Google Sheets + Tax Preparers
- BMO expertise — Handles MM/DD/YYYY and Canadian-heritage format with Date, Description, Debits, Credits, and Balance columns, plus account summary and fee analysis sections
- Google Sheets output — Real-time collaboration, comment threads on specific transactions, version history, and the ability to share with clients via a simple link without email attachments.
- Built for tax preparers — Saves 15-20 minutes per return on income verification and expense identification, adding up to 8-12 hours per week during peak tax season
BMO to Google Sheets — For Tax Preparers
Handles MM/DD/YYYY, outputs perfect Google Sheets. Free tier available.
Convert BMO to Google Sheets Free