Citibank → Google Sheets for Tax Preparers
As tax preparer, 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 preparers work
Download and use with TurboTax Pro, Drake Tax. Convert client bank statements to organized Excel spreadsheets in seconds — verify W-2 income, find deductible expenses, and prepare returns faster during tax season.
Citibank + Google Sheets + Tax Preparers
- 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 preparers — Saves 15-20 minutes per return on income verification and expense identification, adding up to 8-12 hours per week during peak tax season
Citibank to Google Sheets — For Tax Preparers
Handles MM/DD/YYYY, outputs perfect Google Sheets. Free tier available.
Convert Citibank to Google Sheets Free