Why Mortgage Brokers Need CSV Format
As mortgage broker, 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 30-45 minutes per mortgage application on statement review, which adds up to 5+ hours per week during busy periods with 8-10 applications in progress
How It Works
Upload any bank statement PDF
Supports all major banks. Saves 30-45 minutes per mortgage application on statement review, which adds up to 5+ hours per week during busy periods with 8-10 applications in progress
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 mortgage brokers work
Import into Mortgage Brain, Twenty7Tec, Excel or use for direct analysis.
CSV Tip for Mortgage Brokers
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 Mortgage Brokers
- 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 mortgage brokers — Saves 30-45 minutes per mortgage application on statement review, which adds up to 5+ hours per week during busy periods with 8-10 applications in progress
- Format compatibility — Importing transactions into accounting software (Xero, QuickBooks, FreeAgent), bulk data processing, and integration with custom scripts or databases
CSV Converter — Built for Mortgage Brokers
Importing transactions into accounting software (Xero, QuickBooks, FreeAgent), bulk data processing, and integration with custom scripts or databases
Convert to CSV Free