First Republic → QBO for Accountants
As an accountant, you need First Republic bank statements in QBO format. First Republic private banking statements include wealth management summaries alongside checking transactions. BankScan AI extracts the core banking data accurately. BankScan AI handles the conversion — MM/DD/YYYY, premium private banking layout with separate checking, savings, and investment summary sections in a single consolidated statement, and all.
How It Works
Upload First Republic PDF
Drop your First Republic statement PDF. Supports PDF.
AI converts to QBO
Parses First Republic's MM/DD/YYYY, extracts all transactions, outputs QBO (.qbo).
Use in your accountants work
Download and use with Xero, Sage. BankScan AI lets you drag-and-drop any client's bank statement PDF and get a formatted Excel spreadsheet in seconds — ready to import into Xero, QuickBooks, or Sage.
First Republic + QBO + Accountants
- First Republic expertise — Handles MM/DD/YYYY and premium private banking layout with separate checking, savings, and investment summary sections in a single consolidated statement
- QBO output — QuickBooks recognises QBO files natively — double-click to import. Transactions land directly in the bank reconciliation queue with payee names and amounts pre-populated.
- Built for accountants — Saves an average of 45 minutes per client per month on bank reconciliation, or 6+ hours per week for a typical practice with 30 clients
First Republic to QBO — For Accountants
Handles MM/DD/YYYY, outputs perfect QBO. Free tier available.
Convert First Republic to QBO Free