FreshBooks + Rental Application: Complete Workflow
Preparing for rental application and using FreshBooks? Letting agents and referencing agencies require 3 months of bank statements to verify tenant income and affordability. Tenants need to provide clear, readable statements. BankScan AI bridges the gap between your bank's PDF statements and FreshBooks's import feature.
BankScan AI → FreshBooks for Rental Application
Convert bank statement PDFs to CSV / OFX formatted for FreshBooks import. Convert your bank statements to Excel format for clean, professional-looking financial evidence that speeds up your rental application.
How It Works
Upload your bank statement PDF
Supports all major banks. Upload 3 months of recent statements, covering the period immediately before the application 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 rental application
Upload into FreshBooks and use the reconciled data for rental application.
Supported Banks
BankScan AI works with all major UK and US banks, including:
FreshBooks + Rental Application 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 Rental Application — Convert your bank statements to Excel format for clean, professional-looking financial evidence that speeds up your rental application.
Import for Rental Application into FreshBooks
After converting your bank statements for rental application:
- 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 Rental Application
Rental properties move fast, especially in London; referencing must often be completed within 24-48 hours to secure the property before another applicant
Convert for FreshBooks + Rental Application