Why Consultants Need Excel Format
As consultant, 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 1-2 hours per month on client payment reconciliation and expense tracking across multiple concurrent engagements
How It Works
Upload any bank statement PDF
Supports all major banks. Saves 1-2 hours per month on client payment reconciliation and expense tracking across multiple concurrent engagements
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 consultants work
Import into Xero, FreeAgent, Harvest or use for direct analysis.
Excel Tip for Consultants
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 Consultants
- Excel advantages — Supports multiple sheets per workbook, conditional formatting for flagging large transactions, and embedded formulas for running balance verification.
- Built for consultants — Saves 1-2 hours per month on client payment reconciliation and expense tracking across multiple concurrent engagements
- Format compatibility — Accountants doing manual analysis, auditors sampling transactions, and anyone who needs to manipulate data with formulas or charts
Excel Converter — Built for Consultants
Accountants doing manual analysis, auditors sampling transactions, and anyone who needs to manipulate data with formulas or charts
Convert to Excel Free