First Direct → Excel for Letting Agents
As letting agent, 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 letting agents work
Download and use with Goodlord, Arthur Online. Convert your client money account statements to Excel for fast reconciliation of rent receipts, deposit transfers, and management fee deductions.
First Direct + Excel + Letting Agents
- 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 letting agents — Saves 3-4 hours per week on client money account reconciliation for a letting agent managing 100+ properties
First Direct to Excel — For Letting Agents
Handles DD MMM YYYY, outputs perfect Excel. Free tier available.
Convert First Direct to Excel Free