FreeAgent + Rental Application: Complete Workflow
Preparing for rental application and using FreeAgent? Letting agents and referencing agencies require 3 months of bank statements to verify tenant income and affordability. Tenants need to provide clear, readable statements. BankScan AI bridges the gap between your bank's PDF statements and FreeAgent's import feature.
BankScan AI → FreeAgent for Rental Application
Convert bank statement PDFs to CSV / OFX formatted for FreeAgent import. Convert your bank statements to Excel format for clean, professional-looking financial evidence that speeds up your rental application.
How It Works
Upload your bank statement PDF
Supports all major banks. Upload 3 months of recent statements, covering the period immediately before the application 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 rental application
Upload into FreeAgent and use the reconciled data for rental application.
Supported Banks
BankScan AI works with all major UK and US banks, including:
FreeAgent + Rental 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 Rental Application — Convert your bank statements to Excel format for clean, professional-looking financial evidence that speeds up your rental application.
Import for Rental Application into FreeAgent
After converting your bank statements for rental 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 Rental Application
Rental properties move fast, especially in London; referencing must often be completed within 24-48 hours to secure the property before another applicant
Convert for FreeAgent + Rental Application