FreeAgent + Attorneys: Faster Bank Import
Attorneys handling divorce, bankruptcy, personal injury, and business litigation cases need to analyze bank statements for financial discovery and evidence preparation. If you use FreeAgent for your accounting, you need a fast way to get bank statement data into the system.
BankScan AI for Attorneys Using FreeAgent
BankScan AI converts any bank statement PDF to CSV / OFX formatted for direct import into FreeAgent. Convert client and opposing party bank statements to searchable Excel spreadsheets for faster discovery review, asset tracing, and litigation support.
The Attorneys + FreeAgent Workflow
Attorneys receive bank statements during discovery in litigation, review them for asset tracing in divorce and bankruptcy cases, analyze financial evidence in fraud and embezzlement matters, and manage IOLTA trust accounts for client funds. They convert statements to structured data for timeline construction, hidden asset identification, and expert witness preparation.
Key terms you'll encounter: IOLTA trust account, discovery production, asset tracing, three-way reconciliation.
How It Works
Upload any bank statement PDF
Supports all major banks. Saves 2-4 hours per case on financial discovery analysis, with complex asset tracing cases saving a full day or more of manual statement review
AI formats for FreeAgent
Output as CSV / OFX with Date, Description, Amount (single column) — FreeAgent also accepts OFX files which skip the column mapping step entirely — dates in DD/MM/YYYY.
Import and reconcile
In FreeAgent, go to Banking > select your account > Import Bank Statement. Choose CSV or OFX format, upload the file, and FreeAgent will parse the transactions automatically. FreeAgent automatically estimates your tax bill in real-time as transactions are imported, giving sole traders an up-to-date picture of their tax liability.
Supported Banks
BankScan AI works with all major UK and US banks, including:
FreeAgent Features for Attorneys
- FreeAgent ready — Output formatted as CSV / OFX matching FreeAgent's expected column structure
- Smart integration — FreeAgent automatically estimates your tax bill in real-time as transactions are imported, giving sole traders an up-to-date picture of their tax liability.
- Built for Attorneys — Saves 2-4 hours per case on financial discovery analysis, with complex asset tracing cases saving a full day or more of manual statement review
- Software compatible — Output works directly with Clio, MyCase, QuickBooks for Lawyers
Import Steps for Attorneys Using FreeAgent
As an attorney, here's how to get bank data into FreeAgent:
- In FreeAgent, go to Banking > select your account > Import Bank Statement
- Choose CSV or OFX format, upload the file, and FreeAgent will parse the transactions automatically
Common Import Issues
FreeAgent can struggle with CSV files that have extra header rows or summary rows at the bottom. Ensure only transaction data rows are included.
FreeAgent Import — Built for Attorneys
Free for NatWest, RBS, and Ulster Bank business customers. Popular among UK freelancers and contractors for its simple self-assessment tax return filing.
Try Free — FreeAgent + Attorneys