Gusto + Expense Reporting: Complete Workflow
Preparing for expense reporting and using Gusto? Employees and business owners need to extract business expenses from personal or corporate bank statements for reimbursement claims and expense reporting. BankScan AI bridges the gap between your bank's PDF statements and Gusto's import feature.
BankScan AI → Gusto for Expense Reporting
Convert bank statement PDFs to CSV formatted for Gusto import. Convert your bank statement to Excel, then quickly filter and categorise business expenses for reimbursement claims, P11D reporting, or management accounts.
How It Works
Upload your bank statement PDF
Supports all major banks. Upload Monthly or quarterly, depending on the company's expense policy; P11D reporting covers the full tax year of statements.
AI formats for Gusto
Output as CSV with N/A — Gusto is payroll software. Use BankScan AI output to verify payroll debits, tax deposits, and benefits payments match Gusto records. — dates in MM/DD/YYYY (for reference).
Import and use for expense reporting
Upload into Gusto and use the reconciled data for expense reporting.
Supported Banks
BankScan AI works with all major UK and US banks, including:
Gusto + Expense Reporting Features
- Gusto ready — Output formatted as CSV matching Gusto's expected column structure
- Smart integration — Reconcile Gusto payroll runs against bank statements by matching BankScan AI's extracted debit amounts to Gusto's payroll summary reports — catches timing differences and failed ACH transfers.
- Built for Expense Reporting — Convert your bank statement to Excel, then quickly filter and categorise business expenses for reimbursement claims, P11D reporting, or management accounts.
Import for Expense Reporting into Gusto
After converting your bank statements for expense reporting:
- Gusto doesn't import bank statements
- Use BankScan AI to convert your statements to Excel, then filter for payroll-related transactions to reconcile against Gusto's payroll reports
Common Import Issues
No direct import. Use BankScan AI data to identify and verify payroll tax deposits (941, FUTA, SUTA) appearing on your bank statement against Gusto's tax filing records.
Gusto Import for Expense Reporting
Monthly expense claims typically due within 30 days of the expense; P11D filing deadline is 6 July following the tax year
Convert for Gusto + Expense Reporting