Why Use BankScan AI?
As tradesperson, you regularly handle First Direct bank statements. Tradespeople receive payments from multiple customers, buy materials from suppliers, and manage van and tool expenses — often on the go with no time for bookkeeping.
The Solution
BankScan AI converts First Direct statements to Excel automatically. Convert your bank statements to Excel to track job payments, match material purchases, and get your books ready for self-assessment without hours of data entry.
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 First Direct statement
Drag and drop your client's or your own First Direct bank statement PDF. Supports PDF formats.
AI parses the statement
Our AI understands First Direct's specific statement layout and extracts every transaction with over 99% accuracy.
Download your Excel file
Get a formatted spreadsheet ready for your tradespeople (plumbers, electricians) workflow — import into accounting software or use for analysis.
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 Statements Free