Why Use BankScan AI?
As financial advisor, preparing bank statements for debt management comes with specific challenges. Debt management advisors and IVA supervisors need detailed analysis of a debtor's bank statements to assess income, essential spending, and disposable income.
The Solution
BankScan AI converts any UK bank statement PDF to a structured Excel spreadsheet in seconds. Convert bank statements to Excel to quickly categorise income and expenditure, calculate disposable income, and prepare debt management or IVA proposals. Convert client bank statements to Excel for quick financial analysis, cashflow modelling, and wealth planning presentations.
How It Works
Upload any bank statement PDF
Supports all major UK banks — HSBC, Barclays, Lloyds, NatWest, Monzo, Santander, Revolut, and 30+ more.
AI extracts every transaction
Our AI pulls out dates, descriptions, amounts, and balances with over 99% accuracy from any bank's format.
Use for debt management
Download a formatted Excel file ready for debt management. Sort, filter, and analyse as needed for your financial advisors (ifas) workflow.
Supported UK Banks
BankScan AI works with all major UK banks, including:
Plus Starling, Halifax, Nationwide, RBS, TSB, Tide, Metro Bank, Coutts, and more.
Key Features
- AI-powered parsing — reads any bank statement layout, not just templates
- All major UK banks — HSBC, Barclays, Lloyds, NatWest, Monzo, Santander, Revolut, and more
- Instant results — upload a PDF, get your spreadsheet in under 30 seconds
- Batch conversion — process multiple statements at once with paid plans
- Secure by design — files processed in memory and deleted immediately
- No software to install — works entirely in your browser
Ready to Save Hours?
Join hundreds of UK accountants and bookkeepers who use BankScan AI every day.
Convert for Debt Management — Free