Why Use BankScan AI?
Mortgage brokers need to verify income and spending from bank statements when assessing affordability for lender applications. 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. Instantly convert applicant bank statements to Excel to verify income, identify regular commitments, and prepare affordability summaries.
How It Works
Upload any bank statement PDF
Supports all major UK banks — HSBC, Barclays, Lloyds, NatWest, Monzo, Santander, Revolut, and 15+ more.
AI formats for FreshBooks
Our AI extracts every transaction and outputs a CSV / OFX file with the exact column format FreshBooks expects.
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:
Plus Starling, Halifax, Nationwide, RBS, TSB, Tide, Metro Bank, Coutts, and more.
Key Features
- AI-powered parsing — reads any bank statement layout, not just templates
- All major UK banks — HSBC, Barclays, Lloyds, NatWest, Monzo, Santander, Revolut, and more
- Instant results — upload a PDF, get your spreadsheet in under 30 seconds
- Batch conversion — process multiple statements at once with paid plans
- Secure by design — files processed in memory and deleted immediately
- No software to install — works entirely in your browser
Ready to Save Hours?
Join hundreds of UK accountants and bookkeepers who use BankScan AI every day.
Try Free — FreshBooks + Mortgage Brokers