First Direct → Google Sheets for Tradespeople (Plumbers, Electricians)
As tradesperson, 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 tradespeople (plumbers, electricians) work
Download and use with QuickBooks Self-Employed, FreeAgent. Convert your bank statements to Excel to track job payments, match material purchases, and get your books ready for self-assessment without hours of data entry.
First Direct + Google Sheets + Tradespeople (Plumbers, Electricians)
- 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 tradespeople (plumbers, electricians) — Saves 2-3 hours per month on expense categorisation and receipt matching, with year-end self-assessment preparation reduced from a full day to under 2 hours
First Direct to Google Sheets — For Tradespeople (Plumbers, Electricians)
Handles DD MMM YYYY, outputs perfect Google Sheets. Free tier available.
Convert First Direct to Google Sheets Free