Why Use BankScan AI?
Preparing First Direct bank statements for self-assessment tax return? Self-assessment requires reviewing a full year of bank transactions to identify income, allowable expenses, and taxable events. Doing this manually from PDFs takes hours.
The Solution
BankScan AI converts your First Direct statement PDF to a clean Excel spreadsheet in seconds. Convert 12 months of bank statements to Excel in minutes. Filter, sort, and categorise transactions to identify income and allowable expenses for your SA100.
About First Direct Statements
First Direct statements follow an HSBC-family format but with a distinct minimalist layout. BankScan AI detects the variant automatically.
How It Works
Upload your First Direct statement
Drop your First Direct (HSBC) bank statement PDF into BankScan AI. Supports PDF.
AI extracts every transaction
Our AI understands First Direct's statement layout and pulls out dates, descriptions, amounts, and balances.
Use for self-assessment tax return
Download a formatted Excel file ready for self-assessment tax return. Sort, filter, and analyse as needed.
Key Features
- AI-powered parsing — reads any bank statement layout, not just templates
- All major UK banks — HSBC, Barclays, Lloyds, NatWest, Monzo, Santander, Revolut, and more
- Instant results — upload a PDF, get your spreadsheet in under 30 seconds
- Batch conversion — process multiple statements at once with paid plans
- Secure by design — files processed in memory and deleted immediately
- No software to install — works entirely in your browser
Ready to Save Hours?
Join hundreds of UK accountants and bookkeepers who use BankScan AI every day.
Convert First Direct Statement Free