Why Tax Advisors Need Excel Format
As tax advisor, 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 2-3 hours per complex self-assessment return during tax season, and up to 8 hours when responding to HMRC enquiries requiring multi-year statement analysis
How It Works
Upload any bank statement PDF
Supports all major banks. Saves 2-3 hours per complex self-assessment return during tax season, and up to 8 hours when responding to HMRC enquiries requiring multi-year statement analysis
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 tax advisors work
Import into TaxCalc, Taxfiler, IRIS or use for direct analysis.
Excel Tip for Tax Advisors
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 Tax Advisors
- Excel advantages — Supports multiple sheets per workbook, conditional formatting for flagging large transactions, and embedded formulas for running balance verification.
- Built for tax advisors — Saves 2-3 hours per complex self-assessment return during tax season, and up to 8 hours when responding to HMRC enquiries requiring multi-year statement analysis
- Format compatibility — Accountants doing manual analysis, auditors sampling transactions, and anyone who needs to manipulate data with formulas or charts
Excel Converter — Built for Tax Advisors
Accountants doing manual analysis, auditors sampling transactions, and anyone who needs to manipulate data with formulas or charts
Convert to Excel Free