FreshBooks + Insurance Claim: Complete Workflow
Preparing for insurance claim and using FreshBooks? Insurance claims for business interruption, theft, or fraud require bank statements as evidence of financial loss. Insurers need clear, organised financial documentation. BankScan AI bridges the gap between your bank's PDF statements and FreshBooks's import feature.
BankScan AI → FreshBooks for Insurance Claim
Convert bank statement PDFs to CSV / OFX formatted for FreshBooks import. Convert bank statements to structured Excel spreadsheets showing income patterns, loss periods, and transaction evidence for insurance claim submissions.
How It Works
Upload your bank statement PDF
Supports all major banks. Upload 12-24 months pre-loss for baseline comparison, plus the entire loss period; business interruption claims may need 3+ years of historical data 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 insurance claim
Upload into FreshBooks and use the reconciled data for insurance claim.
Supported Banks
BankScan AI works with all major UK and US banks, including:
FreshBooks + Insurance Claim 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 Insurance Claim — Convert bank statements to structured Excel spreadsheets showing income patterns, loss periods, and transaction evidence for insurance claim submissions.
Import for Insurance Claim into FreshBooks
After converting your bank statements for insurance claim:
- 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 Insurance Claim
Most policies require notification within 30 days and full claim submission within 6-12 months; delays give insurers grounds to question or deny the claim
Convert for FreshBooks + Insurance Claim