Why Use BankScan AI?
Preparing for sec compliance and using FreshBooks? Registered investment advisors, broker-dealers, and public companies need bank statement data for SEC compliance, custody verification, and regulatory examination responses. 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 financial institution statements to structured spreadsheets for SEC examination preparation, custody audits, and regulatory filing support.
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 sec compliance
Upload into FreshBooks and use the reconciled data for sec compliance.
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 + SEC Compliance