Chase → Google Sheets for Tax Advisors
As tax advisor, 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 tax advisors work
Download and use with TaxCalc, Taxfiler. Batch-convert entire folders of bank statement PDFs into structured spreadsheets to speed up tax return preparation and HMRC enquiry responses.
Chase + Google Sheets + Tax Advisors
- 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 tax advisors — Saves 2-3 hours per complex self-assessment return during tax season, and up to 8 hours when responding to HMRC enquiries requiring multi-year statement analysis
Chase to Google Sheets — For Tax Advisors
Handles MM/DD/YYYY, outputs perfect Google Sheets. Free tier available.
Convert Chase to Google Sheets Free