First Direct → Excel for Accountants
As an accountant, you need First Direct bank statements in Excel 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 Excel
Parses First Direct's DD MMM YYYY, extracts all transactions, outputs Excel (.xlsx).
Use in your accountants work
Download and use with Xero, Sage. BankScan AI lets you drag-and-drop any client's bank statement PDF and get a formatted Excel spreadsheet in seconds — ready to import into Xero, QuickBooks, or Sage.
First Direct + Excel + Accountants
- 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
- Excel output — Supports multiple sheets per workbook, conditional formatting for flagging large transactions, and embedded formulas for running balance verification.
- Built for accountants — Saves an average of 45 minutes per client per month on bank reconciliation, or 6+ hours per week for a typical practice with 30 clients
First Direct to Excel — For Accountants
Handles DD MMM YYYY, outputs perfect Excel. Free tier available.
Convert First Direct to Excel Free