First Direct Statements for Grant Application
Preparing First Direct bank statements for grant application? Grant applications often require evidence of financial health, cash flow, and how previous funding was spent — typically shown through bank statements.
Convert First Direct Statements Instantly
BankScan AI converts your First Direct statement PDF to a clean Excel spreadsheet in seconds — handling DD MMM YYYY and minimalist single-column layout with transaction type codes and running balance, similar to HSBC but with simplified headers automatically. Convert your bank statements to clear spreadsheets that demonstrate financial health, spending patterns, and fund usage for grant applications.
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.
Getting Your First Direct Statement for Grant Application
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. Download 3-12 months, depending on the funder; Arts Council and Innovate UK typically require 3 months, while National Lottery may require a full year of statements.
How It Works
Upload your First Direct statement
Drop your First Direct (HSBC) statement PDF. Supports PDF. Need 3-12 months, depending on the funder; Arts Council and Innovate UK typically require 3 months, while National Lottery may require a full year? Upload them all.
AI extracts every transaction
Our AI handles First Direct's DD MMM YYYY and minimalist single-column layout with transaction type codes and running balance, similar to HSBC but with simplified headers — extracting Current unrestricted reserves, evidence of matched funding, .
Use for grant application
Download formatted Excel ready for grant application. Summary of reserves and cash position, with previous grant funds ring-fenced or traceable, demonstrating the organisation can manage public money responsibly
First Direct + Grant Application Features
- First Direct optimised — Handles DD MMM YYYY dates and minimalist single-column layout with transaction type codes and running balance, similar to HSBC but with simplified headers
- Built for grant application — Convert your bank statements to clear spreadsheets that demonstrate financial health, spending patterns, and fund usage for grant applications.
- Period coverage — Convert 3-12 months, depending on the funder; Arts Council and Innovate UK typically require 3 months, while National Lottery may require a full year of First Direct statements in minutes
Convert First Direct for Grant Application — Fast
Grant rounds have fixed closing dates; applications without complete financial evidence are typically rejected outright rather than given extensions
Convert First Direct Statement Free