Why Convert First Direct to Excel?
Convert your First Direct (HSBC) bank statement from PDF to Excel format. Microsoft Excel (.xlsx) is the most versatile output format — ideal for sorting, filtering, pivot tables, and custom formulas on your bank data. — 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.
Excel Output Details
Microsoft Excel (.xlsx) is the most versatile output format — ideal for sorting, filtering, pivot tables, and custom formulas on your bank data. 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. 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 Excel
Get your data as Excel (.xlsx). Accountants doing manual analysis, auditors sampling transactions, and anyone who needs to manipulate data with formulas or charts
First Direct to Excel 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
- Excel output — Supports multiple sheets per workbook, conditional formatting for flagging large transactions, and embedded formulas for running balance verification.
- Format compatibility — Compatible with Xero (via CSV re-save), QuickBooks (via CSV re-save), Sage
Convert First Direct to Excel Now
Accountants doing manual analysis, auditors sampling transactions, and anyone who needs to manipulate data with formulas or charts
Convert First Direct to Excel Free