Why Tax Advisors Need Google Sheets Format
As tax 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 2-3 hours per complex self-assessment return during tax season, and up to 8 hours when responding to HMRC enquiries requiring multi-year statement analysis
How It Works
Upload any bank statement PDF
Supports all major banks. Saves 2-3 hours per complex self-assessment return during tax season, and up to 8 hours when responding to HMRC enquiries requiring multi-year statement analysis
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 tax advisors work
Import into TaxCalc, Taxfiler, IRIS or use for direct analysis.
Google Sheets Tip for Tax Advisors
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 Tax Advisors
- 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 tax advisors — Saves 2-3 hours per complex self-assessment return during tax season, and up to 8 hours when responding to HMRC enquiries requiring multi-year statement analysis
- 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 Tax Advisors
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