First Direct → Excel for Dentists
As dentist, 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 dentists work
Download and use with Sage, Xero. Convert your practice bank statements to Excel instantly, making it easy for your accountant to reconcile NHS payments, private fees, and practice expenses.
First Direct + Excel + Dentists
- 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 dentists — Saves 2-3 hours per month reconciling NHS schedule payments against bank statements, plus faster preparation for annual accounts
First Direct to Excel — For Dentists
Handles DD MMM YYYY, outputs perfect Excel. Free tier available.
Convert First Direct to Excel Free