Why Mortgage Brokers Need Google Sheets Format
As mortgage broker, 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 mortgage application on statement review, which adds up to 5+ hours per week during busy periods with 8-10 applications in progress
How It Works
Upload any bank statement PDF
Supports all major banks. Saves 30-45 minutes per mortgage application on statement review, which adds up to 5+ hours per week during busy periods with 8-10 applications in progress
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 mortgage brokers work
Import into Mortgage Brain, Twenty7Tec, Excel or use for direct analysis.
Google Sheets Tip for Mortgage Brokers
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 Mortgage Brokers
- 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 mortgage brokers — Saves 30-45 minutes per mortgage application on statement review, which adds up to 5+ hours per week during busy periods with 8-10 applications in progress
- 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 Mortgage Brokers
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