Chase UK → Google Sheets for Financial Advisors (IFAs)
As financial advisor, you need Chase UK bank statements in Google Sheets format. Chase UK statements use a modern, minimal layout with merchant categories and cashback details. BankScan AI extracts all transaction data including rewards information. BankScan AI handles the conversion — DD/MM/YYYY, modern minimal layout with single Amount column, merchant category, and running balance, and all.
How It Works
Upload Chase UK PDF
Drop your Chase UK statement PDF. Supports PDF.
AI converts to Google Sheets
Parses Chase UK's DD/MM/YYYY, extracts all transactions, outputs Google Sheets (cloud format).
Use in your financial advisors (ifas) work
Download and use with Intelliflo, CashCalc. Convert client bank statements to Excel for quick financial analysis, cashflow modelling, and wealth planning presentations.
Chase UK + Google Sheets + Financial Advisors (IFAs)
- Chase UK expertise — Handles DD/MM/YYYY and modern minimal layout with single Amount column, merchant category, and running 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 financial advisors (ifas) — Saves 30-45 minutes per client fact-find on income and expenditure analysis, with annual reviews completed 20-30 minutes faster per client
Chase UK to Google Sheets — For Financial Advisors (IFAs)
Handles DD/MM/YYYY, outputs perfect Google Sheets. Free tier available.
Convert Chase UK to Google Sheets Free