Import Bank Statements into TurboTax

Convert bank statement PDFs to CSV format for direct import into TurboTax. AI-powered converter for UK accountants and bookkeepers.

Convert for TurboTax — Free
99%+Accuracy
30sPer Statement
15+UK Banks
FreeTier Available

Why Use BankScan AI?

TurboTax is America's most popular tax preparation software, used by millions of individual and business filers. But importing bank statements from PDF into TurboTax requires converting them to CSV first — and that's where BankScan AI comes in.

The Solution

BankScan AI converts bank statement PDFs to organized CSV files that help you identify deductible expenses and verify income during TurboTax preparation.

About {'name': 'TurboTax', 'full_name': 'Intuit TurboTax', 'import_format': 'CSV', 'description': "TurboTax is America's most popular tax preparation software, used by millions of individual and business filers.", 'import_notes': 'BankScan AI converts bank statement PDFs to organized CSV files that help you identify deductible expenses and verify income during TurboTax preparation.'} Integration

Importing bank transactions into TurboTax typically involves downloading a CSV file from your bank's online portal — but many clients provide paper statements or PDF downloads that TurboTax cannot read directly. BankScan AI converts bank statement PDFs to organized CSV files that help you identify deductible expenses and verify income during TurboTax preparation. 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

1

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.

2

AI converts to the right format

Our AI extracts every transaction and formats the output as CSV — ready for TurboTax's import feature.

3

Import into TurboTax

Download the file and upload it directly into TurboTax. Transactions appear ready for reconciliation.

Supported UK Banks

BankScan AI works with all major UK banks, including:

HSBC Barclays Lloyds NatWest Monzo Santander Revolut Chase Bank of America Wells Fargo Citibank US Bank Capital One

Plus Starling, Halifax, Nationwide, RBS, TSB, Tide, Metro Bank, Coutts, and more.

Key Features

Ready to Save Hours?

Join hundreds of UK accountants and bookkeepers who use BankScan AI every day.

Convert for TurboTax — Free

Frequently Asked Questions

Does BankScan AI work with TurboTax?
Yes. BankScan AI produces CSV files specifically formatted for import into TurboTax. The column headers, date format, and amount format all match what TurboTax expects.
Which banks are supported?
BankScan AI supports all major UK banks including HSBC, Barclays, Lloyds, NatWest, Santander, Monzo, Starling, Revolut, Halifax, Nationwide, RBS, TSB, Tide, Metro Bank, and more.
Can I batch-import multiple statements into TurboTax?
Yes. Convert multiple bank statement PDFs with BankScan AI, then import them one by one or combine them into a single file for TurboTax.
Is the free tier enough for occasional use?
Yes. The free tier lets you convert a limited number of statements per month — ideal for trying BankScan AI before committing to a paid plan.

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