FreeAgent + Divorce Proceedings: Complete Workflow
Preparing for divorce proceedings and using FreeAgent? Divorce financial disclosure (Form E) requires detailed bank statement analysis. Solicitors and clients need to review months of transactions to identify assets and spending. BankScan AI bridges the gap between your bank's PDF statements and FreeAgent's import feature.
BankScan AI → FreeAgent for Divorce Proceedings
Convert bank statement PDFs to CSV / OFX formatted for FreeAgent import. Convert bank statements to searchable Excel spreadsheets for Form E preparation, asset tracing, and financial disclosure in divorce proceedings.
How It Works
Upload your bank statement PDF
Supports all major banks. Upload 12 months minimum, often 2-3 years for asset tracing and establishing spending patterns during the marriage of statements.
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 use for divorce proceedings
Upload into FreeAgent and use the reconciled data for divorce proceedings.
Supported Banks
BankScan AI works with all major UK and US banks, including:
FreeAgent + Divorce Proceedings Features
- 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 Divorce Proceedings — Convert bank statements to searchable Excel spreadsheets for Form E preparation, asset tracing, and financial disclosure in divorce proceedings.
Import for Divorce Proceedings into FreeAgent
After converting your bank statements for divorce proceedings:
- 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 for Divorce Proceedings
Form E must be filed by the court deadline, typically 35 days after the directions order; late disclosure can result in adverse cost orders
Convert for FreeAgent + Divorce Proceedings