Citibank → Google Sheets for Financial Advisors (IFAs)
As financial advisor, you need Citibank bank statements in Google Sheets 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 Google Sheets
Parses Citibank's MM/DD/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.
Citibank + Google Sheets + 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
- 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
Citibank to Google Sheets — For Financial Advisors (IFAs)
Handles MM/DD/YYYY, outputs perfect Google Sheets. Free tier available.
Convert Citibank to Google Sheets Free