Consultants + Investor Reporting: The Challenge
As consultant, preparing bank statements for investor reporting is a common but time-consuming task. Investors and VCs request bank statements during due diligence and ongoing reporting. Presenting raw PDF statements looks unprofessional and slows the process.
How BankScan AI Helps Consultants with Investor Reporting
Convert your bank statements to structured spreadsheets to match client payments, track project expenses, and prepare invoices and tax returns efficiently. For investor reporting specifically, BankScan AI extracts Monthly burn rate, cash runway in months, revenue growth trajectory, customer co automatically.
How Consultants Handle Investor Reporting
When preparing bank statements for investor reporting, consultants need to Consultants invoice clients on retainer, milestone, or time-and-materials bases, then reconcile bank statements to verify payments received. They trac. BankScan AI automates the data extraction step.
Key terms you'll encounter: retainer, day rate, scope creep, utilisation rate.
How It Works
Upload bank statement PDFs
Supports all major banks. Upload 12-24 months for due diligence; monthly or quarterly for ongoing investor reporting and board updates of statements for investor reporting.
AI extracts what you need
Our AI extracts Monthly burn rate, cash runway in months, revenue growth tra — formatted for consultants workflows.
Complete your investor reporting work
Download Excel files ready for investor reporting. Clean monthly summary with MRR/ARR reconciliation against bank deposits, burn rate trend, and cash runway calculation; presentation-ready for board decks
Supported Banks
BankScan AI works with all major UK and US banks, including:
Features for Consultants — Investor Reporting
- Built for Consultants — Saves 1-2 hours per month on client payment reconciliation and expense tracking across multiple concurrent engagements
- Software compatible — Output works directly with Xero, FreeAgent, Harvest
- Built for Investor Reporting — Convert your bank statements to clean Excel spreadsheets for professional investor reporting, burn rate analysis, and due diligence document preparation.
- Key data extracted — Monthly burn rate, cash runway in months, revenue growth trajectory, customer concentration risk, related party transactions, founder salary and expenses
Compliance: Consultants + Investor Reporting
When consultants prepare bank statements for investor reporting, specific compliance requirements apply.
- IR35 rules may apply to consultants working through limited companies. VAT registration is common above the threshold. Professional indemnity insurance costs must be tracked. Companies House and corporation tax obligations apply for limited company consultants. Self-employed consultants must file self-assessment returns.
- Legal basis: Companies Act 2006 section 431 (right of shareholders to inspect accounts); EIS/SEIS compliance requirements under ITA 2007 for tax-advantaged investors
Investor Reporting — Built for Consultants
Due diligence typically runs 4-8 weeks with a tight data room deadline; ongoing investor reports are usually expected within 15 days of month-end
Try Free — Consultants + Investor Reporting