First Direct → Excel for Attorneys
As an attorney, 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 attorneys work
Download and use with Clio, MyCase. Convert client and opposing party bank statements to searchable Excel spreadsheets for faster discovery review, asset tracing, and litigation support.
First Direct + Excel + Attorneys
- 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 attorneys — Saves 2-4 hours per case on financial discovery analysis, with complex asset tracing cases saving a full day or more of manual statement review
First Direct to Excel — For Attorneys
Handles DD MMM YYYY, outputs perfect Excel. Free tier available.
Convert First Direct to Excel Free