FreshBooks + Architects: Faster Bank Import
Architects bill in stages against project milestones, manage professional indemnity costs, and track expenses across multiple projects simultaneously. If you use FreshBooks for your accounting, you need a fast way to get bank statement data into the system.
BankScan AI for Architects Using FreshBooks
BankScan AI converts any bank statement PDF to CSV / OFX formatted for direct import into FreshBooks. Convert your bank statements to structured spreadsheets to match stage payments against projects, track professional fees, and prepare for your accountant.
The Architects + FreshBooks Workflow
Architects invoice clients at RIBA work stages (concept, developed design, technical design, construction), then reconcile bank statements to verify payments received against each project. They track project-specific expenses like survey fees, model-making costs, and travel, and allocate them against project budgets for profitability analysis.
Key terms you'll encounter: RIBA work stages, stage payment, fee proposal, professional indemnity.
How It Works
Upload any bank statement PDF
Supports all major banks. Saves 1-2 hours per month on project payment tracking and expense allocation across concurrent projects for a typical small practice
AI formats for FreshBooks
Output as CSV / OFX with Date, Description, Amount — FreshBooks supports single amount column (negative for expenses) or separate Debit/Credit columns — dates in YYYY-MM-DD or MM/DD/YYYY.
Import and reconcile
In FreshBooks, go to Banking > Add Account > Import Transactions from File. Upload your CSV or OFX file, map the columns, and import. FreshBooks automatically matches imported bank transactions to sent invoices, marking them as paid and updating cash flow reports in real time.
Supported Banks
BankScan AI works with all major UK and US banks, including:
FreshBooks Features for Architects
- FreshBooks ready — Output formatted as CSV / OFX matching FreshBooks's expected column structure
- Smart integration — FreshBooks automatically matches imported bank transactions to sent invoices, marking them as paid and updating cash flow reports in real time.
- Built for Architects — Saves 1-2 hours per month on project payment tracking and expense allocation across concurrent projects for a typical small practice
- Software compatible — Output works directly with Xero, FreeAgent, Harvest
Import Steps for Architects Using FreshBooks
As an architect, here's how to get bank data into FreshBooks:
- In FreshBooks, go to Banking > Add Account > Import Transactions from File
- Upload your CSV or OFX file, map the columns, and import
Common Import Issues
FreshBooks limits imports to 500 transactions per file. For longer periods, split into monthly files. OFX import is generally smoother than CSV.
FreshBooks Import — Built for Architects
Strong in the US and Canada, growing in the UK. Known for the best invoicing experience among small business accounting tools.
Try Free — FreshBooks + Architects