FreeAgent + Grant Application: Complete Workflow
Preparing for grant application and using FreeAgent? Grant applications often require evidence of financial health, cash flow, and how previous funding was spent — typically shown through bank statements. BankScan AI bridges the gap between your bank's PDF statements and FreeAgent's import feature.
BankScan AI → FreeAgent for Grant Application
Convert bank statement PDFs to CSV / OFX formatted for FreeAgent import. Convert your bank statements to clear spreadsheets that demonstrate financial health, spending patterns, and fund usage for grant applications.
How It Works
Upload your bank statement PDF
Supports all major banks. Upload 3-12 months, depending on the funder; Arts Council and Innovate UK typically require 3 months, while National Lottery may require a full year 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 grant application
Upload into FreeAgent and use the reconciled data for grant application.
Supported Banks
BankScan AI works with all major UK and US banks, including:
FreeAgent + Grant Application 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 Grant Application — Convert your bank statements to clear spreadsheets that demonstrate financial health, spending patterns, and fund usage for grant applications.
Import for Grant Application into FreeAgent
After converting your bank statements for grant application:
- 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 Grant Application
Grant rounds have fixed closing dates; applications without complete financial evidence are typically rejected outright rather than given extensions
Convert for FreeAgent + Grant Application