First Direct → Excel for Consultants
As consultant, 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 consultants work
Download and use with Xero, FreeAgent. Convert your bank statements to structured spreadsheets to match client payments, track project expenses, and prepare invoices and tax returns efficiently.
First Direct + Excel + Consultants
- 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 consultants — Saves 1-2 hours per month on client payment reconciliation and expense tracking across multiple concurrent engagements
First Direct to Excel — For Consultants
Handles DD MMM YYYY, outputs perfect Excel. Free tier available.
Convert First Direct to Excel Free