First Direct Statements for Investor Reporting
Preparing First Direct bank statements for investor reporting? Investors and VCs request bank statements during due diligence and ongoing reporting. Presenting raw PDF statements looks unprofessional and slows the process.
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 clean Excel spreadsheets for professional investor reporting, burn rate analysis, and due diligence document preparation.
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 Investor Reporting
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 for due diligence; monthly or quarterly for ongoing investor reporting and board updates of statements.
How It Works
Upload your First Direct statement
Drop your First Direct (HSBC) statement PDF. Supports PDF. Need 12-24 months for due diligence; monthly or quarterly for ongoing investor reporting and board updates? 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 Monthly burn rate, cash runway in months, revenue growth tra.
Use for investor reporting
Download formatted Excel ready for investor reporting. Clean monthly summary with MRR/ARR reconciliation against bank deposits, burn rate trend, and cash runway calculation; presentation-ready for board decks
First Direct + Investor Reporting 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 investor reporting — Convert your bank statements to clean Excel spreadsheets for professional investor reporting, burn rate analysis, and due diligence document preparation.
- Period coverage — Convert 12-24 months for due diligence; monthly or quarterly for ongoing investor reporting and board updates of First Direct statements in minutes
Convert First Direct for Investor Reporting — Fast
Due diligence typically runs 4-8 weeks with a tight data room deadline; ongoing investor reports are usually expected within 15 days of month-end
Convert First Direct Statement Free