Why Convert First Direct to CSV?
Convert your First Direct (HSBC) bank statement from PDF to CSV format. Comma-Separated Values (.csv) is the universal import format accepted by virtually every accounting platform, database, and analysis tool. — BankScan AI handles DD MMM YYYY dates and minimalist single-column layout with transaction type codes and running balance, similar to HSBC but with simplified headers automatically.
CSV Output Details
Comma-Separated Values (.csv) is the universal import format accepted by virtually every accounting platform, database, and analysis tool. BankScan AI outputs UTF-8 encoded CSV with ISO date format (YYYY-MM-DD) by default, with options for DD/MM/YYYY or MM/DD/YYYY. Amounts use decimal points, no thousands separators. First Direct statements follow an HSBC-family format but with a distinct minimalist layout. BankScan AI detects the variant automatically.
Getting Your First Direct PDF
Log in to First Direct Online Banking, go to 'Statements', select the account and date range, and download as PDF. First Direct also supports OFX export under 'Download transactions' for direct import into accounting software.
How It Works
Upload your First Direct PDF
Drop your First Direct bank statement PDF into BankScan AI. Supports PDF formats.
AI extracts all transactions
Our engine parses First Direct's DD MMM YYYY dates and minimalist single-column layout with transaction type codes and running balance, similar to HSBC but with simplified headers with 99%+ accuracy.
Download as CSV
Get your data as CSV (.csv). Importing transactions into accounting software (Xero, QuickBooks, FreeAgent), bulk data processing, and integration with custom scripts or databases
First Direct to CSV Features
- First Direct optimised — Trained on First Direct's minimalist single-column layout with transaction type codes and running balance, similar to HSBC but with simplified headers with DD MMM YYYY parsing
- CSV output — Smallest file size, opens in any text editor, and is the most widely accepted import format across all accounting platforms worldwide.
- Format compatibility — Compatible with Xero, QuickBooks, Sage
Convert First Direct to CSV Now
Importing transactions into accounting software (Xero, QuickBooks, FreeAgent), bulk data processing, and integration with custom scripts or databases
Convert First Direct to CSV Free