Gusto + Investor Reporting: Complete Workflow
Preparing for investor reporting and using Gusto? Investors and VCs request bank statements during due diligence and ongoing reporting. Presenting raw PDF statements looks unprofessional and slows the process. BankScan AI bridges the gap between your bank's PDF statements and Gusto's import feature.
BankScan AI → Gusto for Investor Reporting
Convert bank statement PDFs to CSV formatted for Gusto import. Convert your bank statements to clean Excel spreadsheets for professional investor reporting, burn rate analysis, and due diligence document preparation.
How It Works
Upload your bank statement PDF
Supports all major banks. Upload 12-24 months for due diligence; monthly or quarterly for ongoing investor reporting and board updates 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 investor reporting
Upload into Gusto and use the reconciled data for investor reporting.
Supported Banks
BankScan AI works with all major UK and US banks, including:
Gusto + Investor 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 Investor Reporting — Convert your bank statements to clean Excel spreadsheets for professional investor reporting, burn rate analysis, and due diligence document preparation.
Import for Investor Reporting into Gusto
After converting your bank statements for investor 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 Investor Reporting
Due diligence typically runs 4-8 weeks with a tight data room deadline; ongoing investor reports are usually expected within 15 days of month-end
Convert for Gusto + Investor Reporting