First Direct → Excel for Doctors & GPs
As doctor, 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 doctors & gps work
Download and use with Sage, Xero. Automate bank statement conversion for your practice accounts so your accountant can quickly reconcile NHS payments and private income.
First Direct + Excel + Doctors & GPs
- 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 doctors & gps — Saves the practice manager 3-4 hours per month on NHS payment reconciliation and partner drawings tracking
First Direct to Excel — For Doctors & GPs
Handles DD MMM YYYY, outputs perfect Excel. Free tier available.
Convert First Direct to Excel Free