Why CPAs (Certified Public Accountants) Need Google Sheets Format
As cpa, converting bank statements to Google Sheets saves hours of manual data entry. Google Sheets output creates a cloud-based spreadsheet accessible from any browser — perfect for collaborative review and sharing with clients or colleagues. Saves an average of 30 minutes per client per engagement on bank statement data entry, or 10+ hours per week during busy season for a firm with 200+ clients
How It Works
Upload any bank statement PDF
Supports all major banks. Saves an average of 30 minutes per client per engagement on bank statement data entry, or 10+ hours per week during busy season for a firm with 200+ clients
AI outputs Google Sheets
Our AI extracts all transactions and outputs Google Sheets (cloud format). BankScan AI creates a shareable Google Sheet with view-only permissions by defau
Use in your cpas (certified public accountants) work
Import into QuickBooks Online, Sage Intacct, CCH Axcess or use for direct analysis.
Google Sheets Tip for CPAs (Certified Public Accountants)
BankScan AI creates a shareable Google Sheet with view-only permissions by default. The sheet includes formatted headers, frozen top row, and auto-filters enabled.
Supported Banks
BankScan AI works with all major UK and US banks, including:
Google Sheets Features for CPAs (Certified Public Accountants)
- Google Sheets advantages — Real-time collaboration, comment threads on specific transactions, version history, and the ability to share with clients via a simple link without email attachments.
- Built for cpas (certified public accountants) — Saves an average of 30 minutes per client per engagement on bank statement data entry, or 10+ hours per week during busy season for a firm with 200+ clients
- Format compatibility — Teams collaborating on bank reconciliation, accountants sharing working papers with clients, and remote workers who need cloud access to converted statements
Google Sheets Converter — Built for CPAs (Certified Public Accountants)
Teams collaborating on bank reconciliation, accountants sharing working papers with clients, and remote workers who need cloud access to converted statements
Convert to Google Sheets Free