First Direct Statements for Insurance Claim
Preparing First Direct bank statements for insurance claim? Insurance claims for business interruption, theft, or fraud require bank statements as evidence of financial loss. Insurers need clear, organised financial documentation.
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 bank statements to structured Excel spreadsheets showing income patterns, loss periods, and transaction evidence for insurance claim submissions.
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 Insurance Claim
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 12-24 months pre-loss for baseline comparison, plus the entire loss period; business interruption claims may need 3+ years of historical data of statements.
How It Works
Upload your First Direct statement
Drop your First Direct (HSBC) statement PDF. Supports PDF. Need 12-24 months pre-loss for baseline comparison, plus the entire loss period; business interruption claims may need 3+ years of historical data? 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 Pre-loss revenue baseline, post-loss revenue decline, increa.
Use for insurance claim
Download formatted Excel ready for insurance claim. Month-by-month comparison of pre-loss versus post-loss periods, with seasonal adjustments shown; clear separation of insured versus uninsured losses
First Direct + Insurance Claim 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 insurance claim — Convert bank statements to structured Excel spreadsheets showing income patterns, loss periods, and transaction evidence for insurance claim submissions.
- Period coverage — Convert 12-24 months pre-loss for baseline comparison, plus the entire loss period; business interruption claims may need 3+ years of historical data of First Direct statements in minutes
Convert First Direct for Insurance Claim — Fast
Most policies require notification within 30 days and full claim submission within 6-12 months; delays give insurers grounds to question or deny the claim
Convert First Direct Statement Free