Why Tax Preparers Need Excel Format
As tax preparer, 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 15-20 minutes per return on income verification and expense identification, adding up to 8-12 hours per week during peak tax season
How It Works
Upload any bank statement PDF
Supports all major banks. Saves 15-20 minutes per return on income verification and expense identification, adding up to 8-12 hours per week during peak tax season
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 preparers work
Import into TurboTax Pro, Drake Tax, TaxSlayer Pro or use for direct analysis.
Excel Tip for Tax Preparers
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 Preparers
- Excel advantages — Supports multiple sheets per workbook, conditional formatting for flagging large transactions, and embedded formulas for running balance verification.
- 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
- 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 Preparers
Accountants doing manual analysis, auditors sampling transactions, and anyone who needs to manipulate data with formulas or charts
Convert to Excel Free