First Republic → QBO for CPAs (Certified Public Accountants)
As cpa, 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 cpas (certified public accountants) work
Download and use with QuickBooks Online, Sage Intacct. BankScan AI converts any US bank statement PDF to Excel instantly — supporting Chase, Bank of America, Wells Fargo, Citi, and 30+ US banks for seamless client work.
First Republic + QBO + CPAs (Certified Public 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 cpas (certified public accountants) — Saves an average of 30 minutes per client per engagement on bank statement data entry, or 10+ hours per week during busy season for a firm with 200+ clients
First Republic to QBO — For CPAs (Certified Public Accountants)
Handles MM/DD/YYYY, outputs perfect QBO. Free tier available.
Convert First Republic to QBO Free