Why Financial Advisors (IFAs) Need Google Sheets Format
As financial advisor, 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 30-45 minutes per client fact-find on income and expenditure analysis, with annual reviews completed 20-30 minutes faster per client
How It Works
Upload any bank statement PDF
Supports all major banks. Saves 30-45 minutes per client fact-find on income and expenditure analysis, with annual reviews completed 20-30 minutes faster per client
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 financial advisors (ifas) work
Import into Intelliflo, CashCalc, Excel or use for direct analysis.
Google Sheets Tip for Financial Advisors (IFAs)
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 Financial Advisors (IFAs)
- 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 financial advisors (ifas) — Saves 30-45 minutes per client fact-find on income and expenditure analysis, with annual reviews completed 20-30 minutes faster per client
- 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 Financial Advisors (IFAs)
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