First Direct Statements + Doctors & GPs Workflow
As doctor, you regularly handle First Direct bank statements. GP practices and private doctors deal with NHS reimbursements, private patient fees, and practice expenses across multiple accounts.
BankScan AI: First Direct to Excel for Doctors & GPs
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. Automate bank statement conversion for your practice accounts so your accountant can quickly reconcile NHS payments and private income.
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 Doctors & GPs Handle First Direct Statements
When working with First Direct statements, doctors & gps need to GP practices receive Global Sum payments from NHS England, enhanced service payments, QOF achievement payments, and private income. Practice managers reconcile bank statements against PCSE payment sch
Key terms you'll encounter: Global Sum, QOF payments, partner drawings, PCSE schedule, superannuation.
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 doctors & gps workflow
Download Excel ready for Sage, Xero or direct analysis.
First Direct + Doctors & GPs Features
- Minimalist header design — distinct from parent HSBC despite sharing underlying transaction codes
- Regular Saver account — transactions appear alongside current account entries
- Built for Doctors & GPs — Saves the practice manager 3-4 hours per month on NHS payment reconciliation and partner drawings tracking
- Software compatible — Output works directly with Sage, Xero, IRIS GP Accounts
Convert First Direct Statements — Built for Doctors & GPs
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