First Direct → CSV for Tax Preparers
As tax preparer, 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 tax preparers work
Download and use with TurboTax Pro, Drake Tax. Convert client bank statements to organized Excel spreadsheets in seconds — verify W-2 income, find deductible expenses, and prepare returns faster during tax season.
First Direct + CSV + Tax Preparers
- 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 tax preparers — Saves 15-20 minutes per return on income verification and expense identification, adding up to 8-12 hours per week during peak tax season
First Direct to CSV — For Tax Preparers
Handles DD MMM YYYY, outputs perfect CSV. Free tier available.
Convert First Direct to CSV Free