First Republic Statements for PPP & EIDL Documentation
Preparing First Republic bank statements for ppp & eidl documentation? PPP and EIDL loan recipients need bank statements to document eligible expenses, payroll costs, and fund usage for SBA forgiveness applications and ongoing compliance.
Convert First Republic Statements Instantly
BankScan AI converts your First Republic statement PDF to a clean Excel spreadsheet in seconds — handling MM/DD/YYYY and premium private banking layout with separate checking, savings, and investment summary sections in a single consolidated statement automatically. Convert bank statements to structured spreadsheets to document PPP-eligible expenses, track EIDL fund usage, and prepare forgiveness application supporting documents.
About First Republic Statement Format
First Republic private banking statements include wealth management summaries alongside checking transactions. BankScan AI extracts the core banking data accurately.
Getting Your First Republic Statement for PPP & EIDL Documentation
First Republic accounts have been migrated to JPMorgan Chase following the 2023 acquisition. Access statements through Chase Online Banking under 'Statements & Documents'. Historic First Republic statements may be available in the archived documents section. Download 8-24 week covered period for PPP forgiveness; EIDL loan term (up to 30 years) with ongoing compliance documentation of fund usage of statements.
How It Works
Upload your First Republic statement
Drop your First Republic Bank (now JPMorgan) statement PDF. Supports PDF. Need 8-24 week covered period for PPP forgiveness; EIDL loan term (up to 30 years) with ongoing compliance documentation of fund usage? Upload them all.
AI extracts every transaction
Our AI handles First Republic's MM/DD/YYYY and premium private banking layout with separate checking, savings, and investment summary sections in a single consolidated statement — extracting Payroll costs (must be at least 60% of PPP funds), rent, uti.
Use for ppp & eidl documentation
Download formatted Excel ready for ppp & eidl documentation. Expenses categorized by PPP-eligible category (payroll, rent, utilities, etc.) with dates proving they fall within the covered period; FTE headcount evidence from payroll transactions
First Republic + PPP & EIDL Documentation Features
- First Republic optimised — Handles MM/DD/YYYY dates and premium private banking layout with separate checking, savings, and investment summary sections in a single consolidated statement
- Built for ppp & eidl documentation — Convert bank statements to structured spreadsheets to document PPP-eligible expenses, track EIDL fund usage, and prepare forgiveness application supporting documents.
- Period coverage — Convert 8-24 week covered period for PPP forgiveness; EIDL loan term (up to 30 years) with ongoing compliance documentation of fund usage of First Republic statements in minutes
Convert First Republic for PPP & EIDL Documentation — Fast
PPP forgiveness applications should be submitted within 10 months of the covered period end to avoid loan repayment starting; SBA OIG audits can occur years after forgiveness
Convert First Republic Statement Free