Citibank → Google Sheets for Tax Advisors
As tax 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 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.
Citibank + Google Sheets + Tax Advisors
- 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 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
Citibank to Google Sheets — For Tax Advisors
Handles MM/DD/YYYY, outputs perfect Google Sheets. Free tier available.
Convert Citibank to Google Sheets Free