First Direct → Google Sheets for Enrolled Agents
As an enrolled agent, 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 enrolled agents work
Download and use with Drake Tax, Lacerte. Batch-convert client bank statements to Excel for fast income verification, deduction substantiation, and IRS examination responses.
First Direct + Google Sheets + Enrolled 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
- 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 enrolled agents — Saves 1-2 hours per IRS examination response on bank statement analysis, plus 20-30 minutes per tax return during filing season on income verification
First Direct to Google Sheets — For Enrolled Agents
Handles DD MMM YYYY, outputs perfect Google Sheets. Free tier available.
Convert First Direct to Google Sheets Free