FreshBooks + Charities & Non-Profits: Faster Bank Import
Charities need accurate financial records for trustees, donors, and the Charity Commission — but often rely on volunteers without accounting expertise. If you use FreshBooks for your accounting, you need a fast way to get bank statement data into the system.
BankScan AI for Charities & Non-Profits Using FreshBooks
BankScan AI converts any bank statement PDF to CSV / OFX formatted for direct import into FreshBooks. Make bank statement reconciliation simple for volunteer treasurers. Upload statements, get clean spreadsheets for your financial reports.
The Charities & Non-Profits + FreshBooks Workflow
Charity treasurers collect bank statements monthly, reconcile them against donation records and grant income, allocate expenditure to restricted and unrestricted funds, and prepare reports for trustee meetings. Annual accounts must be filed with the Charity Commission, requiring a full year of reconciled bank data.
Key terms you'll encounter: restricted funds, unrestricted funds, fund accounting, Charity SORP.
How It Works
Upload any bank statement PDF
Supports all major banks. Saves volunteer treasurers 2-3 hours per month on bank reconciliation, reducing reliance on accounting expertise that small charities often lack
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 Charities & Non-Profits
- 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 Charities & Non-Profits — Saves volunteer treasurers 2-3 hours per month on bank reconciliation, reducing reliance on accounting expertise that small charities often lack
- Software compatible — Output works directly with Xero, QuickBooks, LibreOffice Calc
Import Steps for Charities & Non-Profits Using FreshBooks
As charity, 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 Charities & Non-Profits
Strong in the US and Canada, growing in the UK. Known for the best invoicing experience among small business accounting tools.
Try Free — FreshBooks + Charities & Non-Profits