FreshBooks Bank Statement Import for Consultants

Convert bank statement PDFs to CSV / OFX for FreshBooks import. Built for consultants. Supports all UK banks. Try free.

Try Free — FreshBooks + Consultants
99%+Accuracy
30sPer Statement
15+UK Banks
FreeTier Available

Why Use BankScan AI?

Consultants managing multiple client engagements need to track retainers, milestone payments, travel expenses, and subcontractor costs across accounts. If you use FreshBooks for your accounting, you need a fast way to get bank statement data into the system.

The Solution

BankScan AI converts any UK bank statement PDF to CSV / OFX formatted for direct import into FreshBooks. Convert your bank statements to structured spreadsheets to match client payments, track project expenses, and prepare invoices and tax returns efficiently.

How It Works

1

Upload any bank statement PDF

Supports all major UK banks — HSBC, Barclays, Lloyds, NatWest, Monzo, Santander, Revolut, and 15+ more.

2

AI formats for FreshBooks

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

3

Import into FreshBooks

Upload the file into FreshBooks and reconcile transactions. No manual data entry needed.

Supported UK Banks

BankScan AI works with all major UK banks, including:

HSBC Barclays Lloyds NatWest Monzo Santander Revolut

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.

Try Free — FreshBooks + Consultants

Frequently Asked Questions

Is BankScan AI good for consultants using FreshBooks?
Yes. BankScan AI is designed for consultants who need to import bank statements into FreshBooks. Convert your bank statements to structured spreadsheets to match client payments, track project expenses, and prepare invoices and tax returns efficiently.
Does the output work with FreshBooks?
Yes. BankScan AI produces CSV / OFX files formatted specifically for FreshBooks's bank statement import feature.
Which banks are supported?
All major UK banks including HSBC, Barclays, Lloyds, NatWest, Santander, Monzo, Revolut, and 20+ more.
Is there a free tier?
Yes. Try BankScan AI free with limited conversions per month. Paid plans from £7.99/month.

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