Why Tax Advisors Need CSV Format
As tax advisor, 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 2-3 hours per complex self-assessment return during tax season, and up to 8 hours when responding to HMRC enquiries requiring multi-year statement analysis
How It Works
Upload any bank statement PDF
Supports all major banks. Saves 2-3 hours per complex self-assessment return during tax season, and up to 8 hours when responding to HMRC enquiries requiring multi-year statement analysis
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 tax advisors work
Import into TaxCalc, Taxfiler, IRIS or use for direct analysis.
CSV Tip for Tax Advisors
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 Tax Advisors
- 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 tax advisors — Saves 2-3 hours per complex self-assessment return during tax season, and up to 8 hours when responding to HMRC enquiries requiring multi-year statement analysis
- Format compatibility — Importing transactions into accounting software (Xero, QuickBooks, FreeAgent), bulk data processing, and integration with custom scripts or databases
CSV Converter — Built for Tax Advisors
Importing transactions into accounting software (Xero, QuickBooks, FreeAgent), bulk data processing, and integration with custom scripts or databases
Convert to CSV Free