Why Bookkeepers Need Excel Format
As bookkeeper, converting bank statements to Excel saves hours of manual data entry. Microsoft Excel (.xlsx) is the most versatile output format — ideal for sorting, filtering, pivot tables, and custom formulas on your bank data. Saves approximately 30 minutes per client per month on data entry, freeing up 8-10 hours per week for a bookkeeper with 20+ clients
How It Works
Upload any bank statement PDF
Supports all major banks. Saves approximately 30 minutes per client per month on data entry, freeing up 8-10 hours per week for a bookkeeper with 20+ clients
AI outputs Excel
Our AI extracts all transactions and outputs Excel (.xlsx). BankScan AI outputs .xlsx files with formatted headers, auto-sized columns, date
Use in your bookkeepers work
Import into Xero, QuickBooks Online, FreeAgent or use for direct analysis.
Excel Tip for Bookkeepers
BankScan AI outputs .xlsx files with formatted headers, auto-sized columns, date cells (not text), and numeric amounts — so SUM, VLOOKUP, and pivot tables work immediately without reformatting.
Supported Banks
BankScan AI works with all major UK and US banks, including:
Excel Features for Bookkeepers
- Excel advantages — Supports multiple sheets per workbook, conditional formatting for flagging large transactions, and embedded formulas for running balance verification.
- Built for bookkeepers — Saves approximately 30 minutes per client per month on data entry, freeing up 8-10 hours per week for a bookkeeper with 20+ clients
- Format compatibility — Accountants doing manual analysis, auditors sampling transactions, and anyone who needs to manipulate data with formulas or charts
Excel Converter — Built for Bookkeepers
Accountants doing manual analysis, auditors sampling transactions, and anyone who needs to manipulate data with formulas or charts
Convert to Excel Free