First Republic → QBO for Estate Agents
As an estate agent, 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 estate agents work
Download and use with Reapit, Alto by Vebra. Convert your client money and office account statements to structured spreadsheets for faster reconciliation and compliance reporting.
First Republic + QBO + Estate Agents
- 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 estate agents — Saves 2-3 hours per week on client money account reconciliation and commission tracking across property completions
First Republic to QBO — For Estate Agents
Handles MM/DD/YYYY, outputs perfect QBO. Free tier available.
Convert First Republic to QBO Free