First Direct → Excel for Contractors & Freelancers
As contractor, 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 contractors & freelancers work
Download and use with FreeAgent, Xero. Upload your bank statements and get organised spreadsheets that make expense categorisation and self-assessment tax returns straightforward.
First Direct + Excel + Contractors & Freelancers
- 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 contractors & freelancers — Saves 1-2 hours per month on expense tracking and categorisation, plus 3-4 hours at year-end when preparing records for self-assessment
First Direct to Excel — For Contractors & Freelancers
Handles DD MMM YYYY, outputs perfect Excel. Free tier available.
Convert First Direct to Excel Free