First Direct → Excel for Property Managers
As property manager, 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 property managers work
Download and use with AppFolio, Buildium. Convert property management bank statements to Excel to reconcile rent payments, track maintenance costs, and prepare owner distribution reports.
First Direct + Excel + Property Managers
- 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 property managers — Saves 4-6 hours per week on rent collection reconciliation and owner distribution preparation for a property manager with 100+ units
First Direct to Excel — For Property Managers
Handles DD MMM YYYY, outputs perfect Excel. Free tier available.
Convert First Direct to Excel Free