Citibank → CSV for Financial Advisors (IFAs)
As financial advisor, you need Citibank bank statements in CSV format. Citibank statements include checking, savings, and credit card transactions with detailed merchant descriptions. BankScan AI parses all Citibank account types. BankScan AI handles the conversion — MM/DD/YYYY, combined statement layout with separate sections for checking, savings, and credit card accounts, each with their own column structures, and all.
How It Works
Upload Citibank PDF
Drop your Citibank statement PDF. Supports PDF.
AI converts to CSV
Parses Citibank's MM/DD/YYYY, extracts all transactions, outputs CSV (.csv).
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.
Citibank + CSV + Financial Advisors (IFAs)
- Citibank expertise — Handles MM/DD/YYYY and combined statement layout with separate sections for checking, savings, and credit card accounts, each with their own column structures
- CSV output — Smallest file size, opens in any text editor, and is the most widely accepted import format across all accounting platforms worldwide.
- 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
Citibank to CSV — For Financial Advisors (IFAs)
Handles MM/DD/YYYY, outputs perfect CSV. Free tier available.
Convert Citibank to CSV Free