First Direct → CSV for Medical Practices
As medical practice owner, 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 medical practices work
Download and use with QuickBooks, Kareo. Convert practice bank statements to Excel to reconcile insurance reimbursements, patient payments, and vendor costs for accurate practice financial management.
First Direct + CSV + Medical Practices
- 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 medical practices — Saves 4-6 hours per week on insurance payment reconciliation and patient payment posting for a practice with 5+ providers
First Direct to CSV — For Medical Practices
Handles DD MMM YYYY, outputs perfect CSV. Free tier available.
Convert First Direct to CSV Free