Why Convert First Direct to Google Sheets?
Convert your First Direct (HSBC) bank statement from PDF to Google Sheets format. Google Sheets output creates a cloud-based spreadsheet accessible from any browser — perfect for collaborative review and sharing with clients or colleagues. — 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.
Google Sheets Output Details
Google Sheets output creates a cloud-based spreadsheet accessible from any browser — perfect for collaborative review and sharing with clients or colleagues. BankScan AI creates a shareable Google Sheet with view-only permissions by default. The sheet includes formatted headers, frozen top row, and auto-filters enabled. 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 Google Sheets
Get your data as Google Sheets (cloud format). Teams collaborating on bank reconciliation, accountants sharing working papers with clients, and remote workers who need cloud access to converted statements
First Direct to Google Sheets 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
- Google Sheets output — Real-time collaboration, comment threads on specific transactions, version history, and the ability to share with clients via a simple link without email attachments.
- Format compatibility — Compatible with Can be downloaded as CSV or Excel for import into any accounting software
Convert First Direct to Google Sheets Now
Teams collaborating on bank reconciliation, accountants sharing working papers with clients, and remote workers who need cloud access to converted statements
Convert First Direct to Google Sheets Free