FreshBooks + Divorce Proceedings: Complete Workflow
Preparing for divorce proceedings and using FreshBooks? Divorce financial disclosure (Form E) requires detailed bank statement analysis. Solicitors and clients need to review months of transactions to identify assets and spending. BankScan AI bridges the gap between your bank's PDF statements and FreshBooks's import feature.
BankScan AI → FreshBooks for Divorce Proceedings
Convert bank statement PDFs to CSV / OFX formatted for FreshBooks import. Convert bank statements to searchable Excel spreadsheets for Form E preparation, asset tracing, and financial disclosure in divorce proceedings.
How It Works
Upload your bank statement PDF
Supports all major banks. Upload 12 months minimum, often 2-3 years for asset tracing and establishing spending patterns during the marriage of statements.
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 use for divorce proceedings
Upload into FreshBooks and use the reconciled data for divorce proceedings.
Supported Banks
BankScan AI works with all major UK and US banks, including:
FreshBooks + Divorce Proceedings Features
- 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 Divorce Proceedings — Convert bank statements to searchable Excel spreadsheets for Form E preparation, asset tracing, and financial disclosure in divorce proceedings.
Import for Divorce Proceedings into FreshBooks
After converting your bank statements for divorce proceedings:
- 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 for Divorce Proceedings
Form E must be filed by the court deadline, typically 35 days after the directions order; late disclosure can result in adverse cost orders
Convert for FreshBooks + Divorce Proceedings