Why Use BankScan AI?
Independent financial advisors reviewing client finances need to analyse bank statements to understand spending patterns, income, and savings capacity. If you use Coconut for your accounting, you need a fast way to get bank statement data into the system.
The Solution
BankScan AI converts any UK bank statement PDF to CSV formatted for direct import into Coconut. Convert client bank statements to Excel for quick financial analysis, cashflow modelling, and wealth planning presentations.
How It Works
Upload any bank statement PDF
Supports all major UK banks — HSBC, Barclays, Lloyds, NatWest, Monzo, Santander, Revolut, and 15+ more.
AI formats for Coconut
Our AI extracts every transaction and outputs a CSV file with the exact column format Coconut expects.
Import into Coconut
Upload the file into Coconut and reconcile transactions. No manual data entry needed.
Supported UK Banks
BankScan AI works with all major UK banks, including:
Plus Starling, Halifax, Nationwide, RBS, TSB, Tide, Metro Bank, Coutts, and more.
Key Features
- AI-powered parsing — reads any bank statement layout, not just templates
- All major UK banks — HSBC, Barclays, Lloyds, NatWest, Monzo, Santander, Revolut, and more
- Instant results — upload a PDF, get your spreadsheet in under 30 seconds
- Batch conversion — process multiple statements at once with paid plans
- Secure by design — files processed in memory and deleted immediately
- No software to install — works entirely in your browser
Ready to Save Hours?
Join hundreds of UK accountants and bookkeepers who use BankScan AI every day.
Try Free — Coconut + Financial Advisors (IFAs)