First Direct → CSV for Real Estate Agents
As real estate agent, 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 real estate agents work
Download and use with QuickBooks, Dotloop. Convert bank statements to clean spreadsheets for buyer pre-qualification reviews, commission tracking, and escrow reconciliation.
First Direct + CSV + Real Estate Agents
- 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 real estate agents — Saves 30-45 minutes per buyer pre-qualification on bank statement review, plus 1-2 hours per month on commission and expense tracking
First Direct to CSV — For Real Estate Agents
Handles DD MMM YYYY, outputs perfect CSV. Free tier available.
Convert First Direct to CSV Free