Why Mortgage Brokers Need Excel Format
As mortgage broker, 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 30-45 minutes per mortgage application on statement review, which adds up to 5+ hours per week during busy periods with 8-10 applications in progress
How It Works
Upload any bank statement PDF
Supports all major banks. Saves 30-45 minutes per mortgage application on statement review, which adds up to 5+ hours per week during busy periods with 8-10 applications in progress
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 mortgage brokers work
Import into Mortgage Brain, Twenty7Tec, Excel or use for direct analysis.
Excel Tip for Mortgage Brokers
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 Mortgage Brokers
- Excel advantages — Supports multiple sheets per workbook, conditional formatting for flagging large transactions, and embedded formulas for running balance verification.
- Built for mortgage brokers — Saves 30-45 minutes per mortgage application on statement review, which adds up to 5+ hours per week during busy periods with 8-10 applications in progress
- Format compatibility — Accountants doing manual analysis, auditors sampling transactions, and anyone who needs to manipulate data with formulas or charts
Excel Converter — Built for Mortgage Brokers
Accountants doing manual analysis, auditors sampling transactions, and anyone who needs to manipulate data with formulas or charts
Convert to Excel Free