Why Use BankScan AI?
As financial advisor, preparing bank statements for investor reporting comes with specific challenges. Investors and VCs request bank statements during due diligence and ongoing reporting. Presenting raw PDF statements looks unprofessional and slows the process.
The Solution
BankScan AI converts any UK bank statement PDF to a structured Excel spreadsheet in seconds. Convert your bank statements to clean Excel spreadsheets for professional investor reporting, burn rate analysis, and due diligence document preparation. 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 investor reporting
Download a formatted Excel file ready for investor reporting. 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 Investor Reporting — Free