First Direct → Google Sheets for Charities & Non-Profits
As charity, you need First Direct bank statements in Google Sheets 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 Google Sheets
Parses First Direct's DD MMM YYYY, extracts all transactions, outputs Google Sheets (cloud format).
Use in your charities & non-profits work
Download and use with Xero, QuickBooks. Make bank statement reconciliation simple for volunteer treasurers. Upload statements, get clean spreadsheets for your financial reports.
First Direct + Google Sheets + Charities & Non-Profits
- 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
- Google Sheets output — Real-time collaboration, comment threads on specific transactions, version history, and the ability to share with clients via a simple link without email attachments.
- Built for charities & non-profits — Saves volunteer treasurers 2-3 hours per month on bank reconciliation, reducing reliance on accounting expertise that small charities often lack
First Direct to Google Sheets — For Charities & Non-Profits
Handles DD MMM YYYY, outputs perfect Google Sheets. Free tier available.
Convert First Direct to Google Sheets Free