Why Use BankScan AI?
Taxfiler is a cloud-based UK tax compliance platform for accountancy practices, covering personal tax, CT600, and accounts production. But importing bank statements from PDF into Taxfiler requires converting them to CSV first — and that's where BankScan AI comes in.
The Solution
Convert client bank statements to structured CSV files with BankScan AI, then use the data for income verification and expense categorisation in Taxfiler.
About {'name': 'Taxfiler', 'full_name': 'Taxfiler', 'import_format': 'CSV', 'description': 'Taxfiler is a cloud-based UK tax compliance platform for accountancy practices, covering personal tax, CT600, and accounts production.', 'import_notes': 'Convert client bank statements to structured CSV files with BankScan AI, then use the data for income verification and expense categorisation in Taxfiler.'} Integration
Importing bank transactions into Taxfiler typically involves downloading a CSV file from your bank's online portal — but many clients provide paper statements or PDF downloads that Taxfiler cannot read directly. Convert client bank statements to structured CSV files with BankScan AI, then use the data for income verification and expense categorisation in Taxfiler. This means you spend less time reformatting spreadsheets and more time on the reconciliation and advisory work that actually matters to your clients.
How It Works
Upload your bank statement PDF
Drag and drop any UK bank statement PDF into BankScan AI. Supports HSBC, Barclays, Lloyds, NatWest, Monzo, and 15+ more banks.
AI converts to the right format
Our AI extracts every transaction and formats the output as CSV — ready for Taxfiler's import feature.
Import into Taxfiler
Download the file and upload it directly into Taxfiler. Transactions appear ready for reconciliation.
Supported UK Banks
BankScan AI works with all major UK banks, including:
Plus Starling, Halifax, Nationwide, RBS, TSB, Tide, Metro Bank, Coutts, and more.
Key Features
- AI-powered parsing — reads any bank statement layout, not just templates
- All major UK banks — HSBC, Barclays, Lloyds, NatWest, Monzo, Santander, Revolut, and more
- Instant results — upload a PDF, get your spreadsheet in under 30 seconds
- Batch conversion — process multiple statements at once with paid plans
- Secure by design — files processed in memory and deleted immediately
- No software to install — works entirely in your browser
Ready to Save Hours?
Join hundreds of UK accountants and bookkeepers who use BankScan AI every day.
Convert for Taxfiler — Free