First Direct → CSV for Charities & Non-Profits
As charity, you need First Direct bank statements in CSV format. First Direct statements follow an HSBC-family format but with a distinct minimalist layout. BankScan AI detects the variant automatically. BankScan AI handles the conversion — DD MMM YYYY, minimalist single-column layout with transaction type codes and running balance, similar to HSBC but with simplified headers, and all.
How It Works
Upload First Direct PDF
Drop your First Direct statement PDF. Supports PDF.
AI converts to CSV
Parses First Direct's DD MMM YYYY, extracts all transactions, outputs CSV (.csv).
Use in your charities & non-profits work
Download and use with Xero, QuickBooks. Make bank statement reconciliation simple for volunteer treasurers. Upload statements, get clean spreadsheets for your financial reports.
First Direct + CSV + Charities & Non-Profits
- First Direct expertise — Handles DD MMM YYYY and minimalist single-column layout with transaction type codes and running balance, similar to HSBC but with simplified headers
- CSV output — Smallest file size, opens in any text editor, and is the most widely accepted import format across all accounting platforms worldwide.
- Built for charities & non-profits — Saves volunteer treasurers 2-3 hours per month on bank reconciliation, reducing reliance on accounting expertise that small charities often lack
First Direct to CSV — For Charities & Non-Profits
Handles DD MMM YYYY, outputs perfect CSV. Free tier available.
Convert First Direct to CSV Free