Chase → Google Sheets for Enrolled Agents
As an enrolled agent, you need Chase bank statements in Google Sheets format. Chase statements use a clean monthly format with separate sections for deposits, withdrawals, and checks. BankScan AI's US parser handles Chase's unique layout including direct deposits and ACH transfers. BankScan AI handles the conversion — MM/DD/YYYY, sectioned layout with separate areas for Deposits and Additions, Electronic Withdrawals, Checks Paid, and Daily Ending Balance, and all.
How It Works
Upload Chase PDF
Drop your Chase statement PDF. Supports PDF.
AI converts to Google Sheets
Parses Chase's MM/DD/YYYY, extracts all transactions, outputs Google Sheets (cloud format).
Use in your enrolled agents work
Download and use with Drake Tax, Lacerte. Batch-convert client bank statements to Excel for fast income verification, deduction substantiation, and IRS examination responses.
Chase + Google Sheets + Enrolled Agents
- Chase expertise — Handles MM/DD/YYYY and sectioned layout with separate areas for Deposits and Additions, Electronic Withdrawals, Checks Paid, and Daily Ending Balance
- 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 enrolled agents — Saves 1-2 hours per IRS examination response on bank statement analysis, plus 20-30 minutes per tax return during filing season on income verification
Chase to Google Sheets — For Enrolled Agents
Handles MM/DD/YYYY, outputs perfect Google Sheets. Free tier available.
Convert Chase to Google Sheets Free