First Direct Statements + Dentists Workflow
As dentist, you regularly handle First Direct bank statements. Dental practices handle a mix of NHS and private payments, equipment purchases, and supplier invoices — all flowing through multiple bank accounts.
BankScan AI: First Direct to Excel for Dentists
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 practice bank statements to Excel instantly, making it easy for your accountant to reconcile NHS payments, private fees, and practice expenses.
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 Dentists Handle First Direct Statements
When working with First Direct statements, dentists need to Dental practices receive NHS schedule payments monthly from the BSA, process private patient card payments daily, pay dental suppliers for materials and lab work, and manage associate dentist fees. Ba
Key terms you'll encounter: NHS schedule payment, UDA value, associate earnings, BSA reconciliation, practice plan.
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 dentists workflow
Download Excel ready for Sage, Xero or direct analysis.
First Direct + Dentists Features
- Minimalist header design — distinct from parent HSBC despite sharing underlying transaction codes
- Regular Saver account — transactions appear alongside current account entries
- Built for Dentists — Saves 2-3 hours per month reconciling NHS schedule payments against bank statements, plus faster preparation for annual accounts
- Software compatible — Output works directly with Sage, Xero, Dentally
Convert First Direct Statements — Built for Dentists
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