Why Enrolled Agents Need Google Sheets Format
As an enrolled agent, 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 1-2 hours per IRS examination response on bank statement analysis, plus 20-30 minutes per tax return during filing season on income verification
How It Works
Upload any bank statement PDF
Supports all major banks. Saves 1-2 hours per IRS examination response on bank statement analysis, plus 20-30 minutes per tax return during filing season on income verification
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 enrolled agents work
Import into Drake Tax, Lacerte, ProConnect Tax or use for direct analysis.
Google Sheets Tip for Enrolled Agents
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 Enrolled Agents
- 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 enrolled agents — Saves 1-2 hours per IRS examination response on bank statement analysis, plus 20-30 minutes per tax return during filing season on income verification
- 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 Enrolled Agents
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