Bank Statement to CSV for Attorneys

Convert any bank statement PDF to CSV for attorneys. Importing transactions into accounting software (Xero, QuickBooks, FreeAgent), bulk data processing, and integration with custom scripts or databases

Convert to CSV Free
99%+Accuracy
30sPer Statement
40+Banks Supported
FreeTier Available

Why Attorneys Need CSV Format

As an attorney, converting bank statements to CSV saves hours of manual data entry. Comma-Separated Values (.csv) is the universal import format accepted by virtually every accounting platform, database, and analysis tool. Saves 2-4 hours per case on financial discovery analysis, with complex asset tracing cases saving a full day or more of manual statement review

How It Works

1

Upload any bank statement PDF

Supports all major banks. Saves 2-4 hours per case on financial discovery analysis, with complex asset tracing cases saving a full day or more of manual statement review

2

AI outputs CSV

Our AI extracts all transactions and outputs CSV (.csv). BankScan AI outputs UTF-8 encoded CSV with ISO date format (YYYY-MM-DD) by defau

3

Use in your attorneys work

Import into Clio, MyCase, QuickBooks for Lawyers or use for direct analysis.

CSV Tip for Attorneys

BankScan AI outputs UTF-8 encoded CSV with ISO date format (YYYY-MM-DD) by default, with options for DD/MM/YYYY or MM/DD/YYYY. Amounts use decimal points, no thousands separators.

Supported Banks

BankScan AI works with all major UK and US banks, including:

HSBC Barclays Lloyds NatWest Monzo Santander Revolut Chase Bank of America Wells Fargo Citibank US Bank Capital One

CSV Features for Attorneys

CSV Converter — Built for Attorneys

Importing transactions into accounting software (Xero, QuickBooks, FreeAgent), bulk data processing, and integration with custom scripts or databases

Convert to CSV Free

Frequently Asked Questions

Can I convert bank statements to CSV?
Yes. BankScan AI converts any bank statement PDF to CSV with 99%+ accuracy. Comma-Separated Values (.csv) is the universal import format accepted by virtually every accounting platform, database, and analysis tool.
Is CSV the right format for attorneys?
Importing transactions into accounting software (Xero, QuickBooks, FreeAgent), bulk data processing, and integration with custom scripts or databases Attorneys use CSV for Clio, MyCase workflows.
What are CSV's limitations?
No formatting, no formulas, no multiple sheets. Date and number formats can be misinterpreted by some applications depending on locale settings.

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