Why Enrolled Agents Need CSV Format
As an enrolled agent, 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 1-2 hours per IRS examination response on bank statement analysis, plus 20-30 minutes per tax return during filing season on income verification
How It Works
Upload any bank statement PDF
Supports all major banks. Saves 1-2 hours per IRS examination response on bank statement analysis, plus 20-30 minutes per tax return during filing season on income verification
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
Use in your enrolled agents work
Import into Drake Tax, Lacerte, ProConnect Tax or use for direct analysis.
CSV Tip for Enrolled Agents
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:
CSV Features for Enrolled Agents
- CSV advantages — Smallest file size, opens in any text editor, and is the most widely accepted import format across all accounting platforms worldwide.
- Built for enrolled agents — Saves 1-2 hours per IRS examination response on bank statement analysis, plus 20-30 minutes per tax return during filing season on income verification
- Format compatibility — Importing transactions into accounting software (Xero, QuickBooks, FreeAgent), bulk data processing, and integration with custom scripts or databases
CSV Converter — Built for Enrolled Agents
Importing transactions into accounting software (Xero, QuickBooks, FreeAgent), bulk data processing, and integration with custom scripts or databases
Convert to CSV Free