First Direct → Google Sheets for Medical Practices
As medical practice owner, 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 medical practices work
Download and use with QuickBooks, Kareo. Convert practice bank statements to Excel to reconcile insurance reimbursements, patient payments, and vendor costs for accurate practice financial management.
First Direct + Google Sheets + Medical Practices
- 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 medical practices — Saves 4-6 hours per week on insurance payment reconciliation and patient payment posting for a practice with 5+ providers
First Direct to Google Sheets — For Medical Practices
Handles DD MMM YYYY, outputs perfect Google Sheets. Free tier available.
Convert First Direct to Google Sheets Free