FreeAgent Bank Statement Import for Tax Advisors

Convert bank statement PDFs to CSV / OFX for FreeAgent import. Built for tax advisors. Supports all UK banks. Try free.

Try Free — FreeAgent + Tax Advisors
99%+Accuracy
30sPer Statement
15+UK Banks
FreeTier Available

Why Use BankScan AI?

Tax advisors need to review multiple years of bank statements during tax investigations or self-assessment preparation. If you use FreeAgent for your accounting, you need a fast way to get bank statement data into the system.

The Solution

BankScan AI converts any UK bank statement PDF to CSV / OFX formatted for direct import into FreeAgent. Batch-convert entire folders of bank statement PDFs into structured spreadsheets to speed up tax return preparation and HMRC enquiry responses.

How It Works

1

Upload any bank statement PDF

Supports all major UK banks — HSBC, Barclays, Lloyds, NatWest, Monzo, Santander, Revolut, and 15+ more.

2

AI formats for FreeAgent

Our AI extracts every transaction and outputs a CSV / OFX file with the exact column format FreeAgent expects.

3

Import into FreeAgent

Upload the file into FreeAgent and reconcile transactions. No manual data entry needed.

Supported UK Banks

BankScan AI works with all major UK banks, including:

HSBC Barclays Lloyds NatWest Monzo Santander Revolut

Plus Starling, Halifax, Nationwide, RBS, TSB, Tide, Metro Bank, Coutts, and more.

Key Features

Ready to Save Hours?

Join hundreds of UK accountants and bookkeepers who use BankScan AI every day.

Try Free — FreeAgent + Tax Advisors

Frequently Asked Questions

Is BankScan AI good for tax advisors using FreeAgent?
Yes. BankScan AI is designed for tax advisors who need to import bank statements into FreeAgent. Batch-convert entire folders of bank statement PDFs into structured spreadsheets to speed up tax return preparation and HMRC enquiry responses.
Does the output work with FreeAgent?
Yes. BankScan AI produces CSV / OFX files formatted specifically for FreeAgent's bank statement import feature.
Which banks are supported?
All major UK banks including HSBC, Barclays, Lloyds, NatWest, Santander, Monzo, Revolut, and 20+ more.
Is there a free tier?
Yes. Try BankScan AI free with limited conversions per month. Paid plans from £7.99/month.

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