Dext + Bankruptcy Filing: Complete Workflow
Preparing for bankruptcy filing and using Dext? Bankruptcy attorneys and filers need 6+ months of bank statements for means testing, Schedule I/J preparation, and trustee review in Chapter 7 and Chapter 13 cases. BankScan AI bridges the gap between your bank's PDF statements and Dext's import feature.
BankScan AI → Dext for Bankruptcy Filing
Convert bank statement PDFs to CSV formatted for Dext import. Convert bank statements to Excel for quick means test analysis, income/expense categorization, and complete financial disclosure required by bankruptcy courts.
How It Works
Upload your bank statement PDF
Supports all major banks. Upload 6 months of statements for means test (CMI calculation); trustees may request up to 2 years to identify preferential or fraudulent transfers of statements.
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).
Import and use for bankruptcy filing
Upload into Dext and use the reconciled data for bankruptcy filing.
Supported Banks
BankScan AI works with all major UK and US banks, including:
Dext + Bankruptcy Filing Features
- Dext ready — Output formatted as CSV matching Dext's expected column structure
- Smart integration — Dext's bank reconciliation view can show imported bank transactions alongside extracted receipt data, making it easy to match spend to supporting documents.
- Built for Bankruptcy Filing — Convert bank statements to Excel for quick means test analysis, income/expense categorization, and complete financial disclosure required by bankruptcy courts.
Import for Bankruptcy Filing into Dext
After converting your bank statements for bankruptcy filing:
- 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 for Bankruptcy Filing
Bankruptcy petition triggers automatic stay immediately; however, required documents (including bank statements) must be filed within 45 days or the case may be dismissed
Convert for Dext + Bankruptcy Filing