First Direct → Excel for Recruitment Agencies
As recruitment agency owner, 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 recruitment agencies work
Download and use with Xero, Sage. Convert your agency bank statements to Excel to reconcile placement fees, match temporary worker payments, and track client account balances.
First Direct + Excel + Recruitment Agencies
- 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 recruitment agencies — Saves 3-4 hours per week on placement fee reconciliation and temporary worker payment matching for an agency processing 50+ placements per month
First Direct to Excel — For Recruitment Agencies
Handles DD MMM YYYY, outputs perfect Excel. Free tier available.
Convert First Direct to Excel Free