Why Use BankScan AI?
As a financial advisors (ifas), you need Charles Schwab bank statements in Excel format. Schwab brokerage and checking account statements include investment transactions alongside banking. BankScan AI separates and converts the banking transactions. BankScan AI handles the conversion automatically — accurate, fast, and secure.
How It Works
Upload Charles Schwab PDF
Drop your Charles Schwab bank statement PDF into BankScan AI. Scanned and digital PDFs both supported.
AI converts to Excel
Our engine parses the Charles Schwab layout and extracts every transaction with 99%+ accuracy into Excel format.
Use in your financial advisors (ifas) workflow
Download the Excel file and import it into your tools. Convert client bank statements to Excel for quick financial analysis, cashflow modelling, and wealth planning presentations.
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 to Excel Free