First Direct Statements + Architects Workflow
As an architect, you regularly handle First Direct bank statements. Architects bill in stages against project milestones, manage professional indemnity costs, and track expenses across multiple projects simultaneously.
BankScan AI: First Direct to Excel for Architects
BankScan AI converts First Direct statements to Excel automatically — handling DD MMM YYYY and minimalist single-column layout with transaction type codes and running balance, similar to HSBC but with simplified headers. Convert your bank statements to structured spreadsheets to match stage payments against projects, track professional fees, and prepare for your accountant.
About First Direct Statement Format
First Direct statements follow an HSBC-family format but with a distinct minimalist layout. BankScan AI detects the variant automatically.
First Direct Statement Quirks
First Direct uses DD MMM YYYY with minimalist single-column layout with transaction type codes and running balance, similar to HSBC but with simplified headers. Common issues: The minimalist layout omits some metadata present in standard HSBC statements, telephone banking transaction references use abbreviated codes, and the PDF uses a clean sans-serif font that differs from HSBC's standard. BankScan AI handles all of these automatically.
How Architects Handle First Direct Statements
When working with First Direct statements, architects need to Architects invoice clients at RIBA work stages (concept, developed design, technical design, construction), then reconcile bank statements to verify payments received against each project. They track
Key terms you'll encounter: RIBA work stages, stage payment, fee proposal, professional indemnity, project budget.
How It Works
Upload First Direct statement
Drag and drop your First Direct PDF. Supports PDF. Our AI handles DD MMM YYYY automatically.
AI parses the statement
Our AI understands First Direct's minimalist single-column layout with transaction type codes and running balance, similar to HSBC but with simplified headers and extracts every transaction with 99%+ accuracy.
Use in your architects workflow
Download Excel ready for Xero, FreeAgent or direct analysis.
First Direct + Architects Features
- Minimalist header design — distinct from parent HSBC despite sharing underlying transaction codes
- Regular Saver account — transactions appear alongside current account entries
- Built for Architects — Saves 1-2 hours per month on project payment tracking and expense allocation across concurrent projects for a typical small practice
- Software compatible — Output works directly with Xero, FreeAgent, Harvest
Convert First Direct Statements — Built for Architects
Handles DD MMM YYYY dates, minimalist single-column layout with transaction type codes and running balance, similar to HSBC but with simplified headers, and PDF formats automatically.
Convert First Direct Statements Free