Why Use BankScan AI?
As financial advisor, you regularly handle Charles Schwab bank statements. Independent financial advisors reviewing client finances need to analyse bank statements to understand spending patterns, income, and savings capacity.
The Solution
BankScan AI converts Charles Schwab statements to Excel automatically. Convert client bank statements to Excel for quick financial analysis, cashflow modelling, and wealth planning presentations.
About Charles Schwab Statements
Schwab brokerage and checking account statements include investment transactions alongside banking. BankScan AI separates and converts the banking transactions.
How It Works
Upload Charles Schwab statement
Drag and drop your client's or your own Charles Schwab bank statement PDF. Supports PDF formats.
AI parses the statement
Our AI understands Charles Schwab's specific statement layout and extracts every transaction with over 99% accuracy.
Download your Excel file
Get a formatted spreadsheet ready for your financial advisors (ifas) workflow — import into accounting software or use for analysis.
Key Features
- AI-powered parsing — reads any bank statement layout, not just templates
- All major UK banks — HSBC, Barclays, Lloyds, NatWest, Monzo, Santander, Revolut, and more
- Instant results — upload a PDF, get your spreadsheet in under 30 seconds
- Batch conversion — process multiple statements at once with paid plans
- Secure by design — files processed in memory and deleted immediately
- No software to install — works entirely in your browser
Ready to Save Hours?
Join hundreds of UK accountants and bookkeepers who use BankScan AI every day.
Convert Charles Schwab Statements Free