Bank of America + FreeAgent: Bridge the Gap
Need to get your Bank of America bank statement into FreeAgent? Bank of America uses MM/DD/YYYY and multi-section layout with Deposits and Other Credits, Withdrawals and Other Debits, Checks, and Daily Balances in separate sections — which needs converting to CSV / OFX (Date, Description, Amount (single column) — FreeAgent also accepts OFX files which skip the column mapping step entirely) for FreeAgent import.
How BankScan AI Converts Bank of America for FreeAgent
Convert your bank statement PDF with BankScan AI, then import the CSV into FreeAgent's bank statement upload. Dates and amounts are formatted to match FreeAgent's requirements. Bank of America statements include CHECKCARD entries, ACH transfers, and wire transactions in a multi-section layout. BankScan AI extracts all transaction types with full descriptions.
How It Works
Upload your Bank of America PDF
Drag and drop your Bank of America statement. Supports PDF with MM/DD/YYYY handling.
AI converts for FreeAgent
Our AI parses Bank of America's layout, converts dates to DD/MM/YYYY, and outputs CSV / OFX.
Import into FreeAgent
In FreeAgent, go to Banking > select your account > Import Bank Statement. Choose CSV or OFX format, upload the file, and FreeAgent will parse the transactions automatically.
FreeAgent Import Tip
Date, Description, Amount (single column) — FreeAgent also accepts OFX files which skip the column mapping step entirely
Bank of America to FreeAgent Features
- Bank of America optimised — Trained on Bank of America's multi-section layout with Deposits and Other Credits, Withdrawals and Other Debits, Checks, and Daily Balances in separate sections with MM/DD/YYYY parsing
- FreeAgent formatted — Output as CSV / OFX with Date, Description, Amount (single column) — FreeAgent also accepts OFX files which skip the column mapping step entirely
- Date conversion — Converts MM/DD/YYYY to DD/MM/YYYY automatically
Import Bank of America Data into FreeAgent
After converting your Bank of America statement with BankScan AI:
- In FreeAgent, go to Banking > select your account > Import Bank Statement
- Choose CSV or OFX format, upload the file, and FreeAgent will parse the transactions automatically
Common Import Issues
FreeAgent can struggle with CSV files that have extra header rows or summary rows at the bottom. Ensure only transaction data rows are included.
Import Bank of America into FreeAgent Today
Automatic date conversion (MM/DD/YYYY to DD/MM/YYYY), column mapping, and format validation.
Import Bank of America to FreeAgent Free