First Republic → QBO for Financial Advisors (IFAs)
As financial advisor, 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 financial advisors (ifas) work
Download and use with Intelliflo, CashCalc. Convert client bank statements to Excel for quick financial analysis, cashflow modelling, and wealth planning presentations.
First Republic + QBO + Financial Advisors (IFAs)
- 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 financial advisors (ifas) — Saves 30-45 minutes per client fact-find on income and expenditure analysis, with annual reviews completed 20-30 minutes faster per client
First Republic to QBO — For Financial Advisors (IFAs)
Handles MM/DD/YYYY, outputs perfect QBO. Free tier available.
Convert First Republic to QBO Free