Discover → Google Sheets for Tax Preparers
As tax preparer, you need Discover bank statements in Google Sheets format. Discover checking and credit card statements include cashback rewards and promotional balance details. BankScan AI extracts all financial transactions with reward tracking. BankScan AI handles the conversion — MM/DD/YYYY, credit card format with Transaction Date, Post Date, Description, and Amount columns, plus Cashback Bonus summary; checking uses chronological Date/Description/Amount/Balance, and all.
How It Works
Upload Discover PDF
Drop your Discover statement PDF. Supports PDF.
AI converts to Google Sheets
Parses Discover's MM/DD/YYYY, extracts all transactions, outputs Google Sheets (cloud format).
Use in your tax preparers work
Download and use with TurboTax Pro, Drake Tax. Convert client bank statements to organized Excel spreadsheets in seconds — verify W-2 income, find deductible expenses, and prepare returns faster during tax season.
Discover + Google Sheets + Tax Preparers
- Discover expertise — Handles MM/DD/YYYY and credit card format with Transaction Date, Post Date, Description, and Amount columns, plus Cashback Bonus summary; checking uses chronological Date/Description/Amount/Balance
- Google Sheets output — Real-time collaboration, comment threads on specific transactions, version history, and the ability to share with clients via a simple link without email attachments.
- Built for tax preparers — Saves 15-20 minutes per return on income verification and expense identification, adding up to 8-12 hours per week during peak tax season
Discover to Google Sheets — For Tax Preparers
Handles MM/DD/YYYY, outputs perfect Google Sheets. Free tier available.
Convert Discover to Google Sheets Free