First Direct → Excel for Trucking & Logistics
As trucking company 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 trucking & logistics work
Download and use with QuickBooks, TruckingOffice. Convert bank statements to Excel to match load payments, reconcile fuel card charges, and prepare IFTA quarterly tax filings accurately.
First Direct + Excel + Trucking & Logistics
- 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 trucking & logistics — Saves 4-6 hours per quarter on IFTA tax preparation by automating fuel purchase extraction from bank statements, plus 2-3 hours per week on load payment reconciliation
First Direct to Excel — For Trucking & Logistics
Handles DD MMM YYYY, outputs perfect Excel. Free tier available.
Convert First Direct to Excel Free