Why Use BankScan AI?
Preparing for management accounts and using FreshBooks? Preparing monthly management accounts requires categorising all bank transactions by cost centre, project, or department. PDF statements make this analysis difficult. BankScan AI bridges the gap between your bank's PDF statements and FreshBooks's import feature.
The Solution
Convert bank statement PDFs to CSV / OFX formatted for FreshBooks import. Convert bank statements to Excel spreadsheets for fast categorisation, pivot table analysis, and management reporting. Save hours of manual data extraction.
How It Works
Upload your bank statement PDF
Supports all major UK banks — HSBC, Barclays, Lloyds, NatWest, Monzo, Santander, Revolut, and 30+ more.
AI formats for FreshBooks
Our AI extracts every transaction and outputs CSV / OFX with the exact column format FreshBooks expects.
Import and use for management accounts
Upload into FreshBooks and use the reconciled data for management accounts.
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.
Convert for FreshBooks + Management Accounts