FreeAgent + Visa Application: Complete Workflow
Preparing for visa application and using FreeAgent? UK visa applications (Tier 1, Tier 2, spouse, student) require bank statements proving financial capability. The Home Office needs clear, organised financial evidence. BankScan AI bridges the gap between your bank's PDF statements and FreeAgent's import feature.
BankScan AI → FreeAgent for Visa Application
Convert bank statement PDFs to CSV / OFX formatted for FreeAgent import. Convert your bank statements to structured Excel spreadsheets that clearly show your balance history, income sources, and regular savings — formatted for visa evidence bundles.
How It Works
Upload your bank statement PDF
Supports all major banks. Upload 6 months for most visa categories; 12 months for Innovator Founder and some ILR applications 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 visa application
Upload into FreeAgent and use the reconciled data for visa application.
Supported Banks
BankScan AI works with all major UK and US banks, including:
FreeAgent + Visa 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 Visa Application — Convert your bank statements to structured Excel spreadsheets that clearly show your balance history, income sources, and regular savings — formatted for visa evidence bundles.
Import for Visa Application into FreeAgent
After converting your bank statements for visa 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 Visa Application
Statements must cover the period ending no more than 31 days before the visa application date; delays mean re-obtaining fresh statements
Convert for FreeAgent + Visa Application