Why Import Bank Statements into KashFlow?
KashFlow is a simple cloud accounting tool popular with UK small businesses who want straightforward bookkeeping. But importing bank statements from PDF into KashFlow requires converting them to CSV first — and that's where BankScan AI comes in.
BankScan AI + KashFlow Integration
BankScan AI's CSV export works directly with KashFlow's bank statement import feature. Upload and match transactions in minutes.
How KashFlow Bank Import Works
Importing bank transactions into KashFlow typically involves downloading a CSV file from your bank's online portal — but many clients provide paper statements or PDF downloads that KashFlow cannot read directly. BankScan AI's CSV export works directly with KashFlow's bank statement import feature. Upload and match transactions in minutes.
How It Works
Upload your bank statement PDF
Drag and drop any bank statement PDF into BankScan AI. Supports HSBC, Barclays, Lloyds, NatWest, Monzo, and 40+ more banks.
AI converts to CSV
Our AI extracts every transaction and formats as CSV with Date, Reference, Amount — KashFlow uses a single amount column where positive is money in and negative is money out — ready for KashFlow.
Import into KashFlow
In KashFlow, go to Bank > Bank Accounts > select your account > Import Transactions. Upload the CSV from BankScan AI and confirm the column mapping.
KashFlow Column Format
Date, Reference, Amount — KashFlow uses a single amount column where positive is money in and negative is money out
Supported Banks
BankScan AI works with all major UK and US banks, including:
Why BankScan AI for KashFlow
- KashFlow ready — Output formatted as CSV matching KashFlow's expected column structure
- Smart integration — KashFlow's 'PayPal sync' feature combined with bank statement import gives a complete picture of both online and bank transactions in one view.
- Industry standard — Owned by IRIS Software since 2013. Positioned as entry-level cloud accounting for UK micro-businesses who find Xero and QuickBooks too complex.
Step-by-Step: Import into KashFlow
Here's exactly how to import your converted bank statement into KashFlow:
- In KashFlow, go to Bank > Bank Accounts > select your account > Import Transactions
- Upload the CSV from BankScan AI and confirm the column mapping
Common Import Issues
KashFlow can reject imports if the CSV has blank rows between transactions or if the date column has inconsistent formatting across rows.
Import Bank Statements into KashFlow Today
Owned by IRIS Software since 2013. Positioned as entry-level cloud accounting for UK micro-businesses who find Xero and QuickBooks too complex.
Convert for KashFlow — Free