Dext Bank Statement Import for Doctors & GPs

Convert bank statement PDFs to CSV for Dext import. Built for doctors & gps. Saves the practice manager 3-4 hours per month on NHS payment reconciliation and partner drawings tracking

Try Free — Dext + Doctors & GPs
99%+Accuracy
30sPer Statement
40+Banks Supported
FreeTier Available

Dext + Doctors & GPs: Faster Bank Import

GP practices and private doctors deal with NHS reimbursements, private patient fees, and practice expenses across multiple accounts. If you use Dext for your accounting, you need a fast way to get bank statement data into the system.

BankScan AI for Doctors & GPs Using Dext

BankScan AI converts any bank statement PDF to CSV formatted for direct import into Dext. Automate bank statement conversion for your practice accounts so your accountant can quickly reconcile NHS payments and private income.

The Doctors & GPs + Dext Workflow

GP practices receive Global Sum payments from NHS England, enhanced service payments, QOF achievement payments, and private income. Practice managers reconcile bank statements against PCSE payment schedules, track partner drawings, and manage seniority and locum reimbursements. Year-end requires detailed profit-sharing calculations.

Key terms you'll encounter: Global Sum, QOF payments, partner drawings, PCSE schedule.

How It Works

1

Upload any bank statement PDF

Supports all major banks. Saves the practice manager 3-4 hours per month on NHS payment reconciliation and partner drawings tracking

2

AI formats for Dext

Output as CSV with N/A — Dext is not a direct import target. BankScan AI outputs feed into the same accounting software that Dext publishes to (Xero, QBO, Sage). — dates in DD/MM/YYYY (for onward import to accounting software).

3

Import and reconcile

BankScan AI and Dext work together in your workflow: use BankScan AI for bank statement PDFs, Dext for receipts and invoices, then import both into your accounting software. Dext's bank reconciliation view can show imported bank transactions alongside extracted receipt data, making it easy to match spend to supporting documents.

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

Dext Features for Doctors & GPs

Import Steps for Doctors & GPs Using Dext

As doctor, here's how to get bank data into Dext:

  1. BankScan AI and Dext work together in your workflow: use BankScan AI for bank statement PDFs, Dext for receipts and invoices, then import both into your accounting software

Common Import Issues

No direct import errors — Dext and BankScan AI are complementary tools. Ensure both use the same accounting software integration for consistent reconciliation.

Dext Import — Built for Doctors & GPs

Market leader in receipt and invoice data extraction for accountants. Over 1 million users worldwide. Acquired by Dext Group (formerly Xavier Analytics).

Try Free — Dext + Doctors & GPs

Frequently Asked Questions

Is BankScan AI good for doctors & gps using Dext?
Yes. BankScan AI produces CSV files for Dext and is designed for doctors & gps. Automate bank statement conversion for your practice accounts so your accountant can quickly reconcile NHS payments and private income.
What column format does Dext need?
N/A — Dext is not a direct import target. BankScan AI outputs feed into the same accounting software that Dext publishes to (Xero, QBO, Sage). BankScan AI handles this automatically.
What software do doctors & gps typically pair with Dext?
Doctors & GPs commonly use Sage, Xero, IRIS GP Accounts. BankScan AI is compatible with all of them.
Is there a free tier?
Yes. Try BankScan AI free with limited conversions per month. Paid plans from $9.99/month.

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