Import Bank Statements into FreeAgent for SEC Compliance

Convert bank statement PDFs for sec compliance and import into FreeAgent. AI-powered converter for UK accountants. All banks supported.

Convert for FreeAgent + SEC Compliance
99%+Accuracy
30sPer Statement
15+UK Banks
FreeTier Available

Why Use BankScan AI?

Preparing for sec compliance and using FreeAgent? Registered investment advisors, broker-dealers, and public companies need bank statement data for SEC compliance, custody verification, and regulatory examination responses. BankScan AI bridges the gap between your bank's PDF statements and FreeAgent's import feature.

The Solution

Convert bank statement PDFs to CSV / OFX formatted for FreeAgent import. Convert financial institution statements to structured spreadsheets for SEC examination preparation, custody audits, and regulatory filing support.

How It Works

1

Upload your bank statement PDF

Supports all major UK banks — HSBC, Barclays, Lloyds, NatWest, Monzo, Santander, Revolut, and 30+ more.

2

AI formats for FreeAgent

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

3

Import and use for sec compliance

Upload into FreeAgent and use the reconciled data for sec compliance.

Supported UK Banks

BankScan AI works with all major UK banks, including:

HSBC Barclays Lloyds NatWest Monzo Santander Revolut Chase Bank of America Wells Fargo Citibank US Bank Capital One

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.

Convert for FreeAgent + SEC Compliance

Frequently Asked Questions

Can I import bank statements into FreeAgent for sec compliance?
Yes. BankScan AI converts bank statement PDFs to CSV / OFX formatted for FreeAgent. Convert financial institution statements to structured spreadsheets for SEC examination preparation, custody audits, and regulatory filing support.
Does the output match FreeAgent's import format?
Yes. The CSV / OFX output uses the exact column headers, date format, and amount structure that FreeAgent expects.
Which banks are supported?
All major UK banks including HSBC, Barclays, Lloyds, NatWest, Santander, Monzo, Revolut, and 30+ more.
Is there a free tier?
Yes. Try free with limited conversions. Paid plans from $9.99/month.

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