Why Use BankScan AI?
Zoho Books is a cloud accounting solution that integrates with the wider Zoho suite, used by growing UK businesses. But importing bank statements from PDF into Zoho Books requires converting them to CSV first — and that's where BankScan AI comes in.
The Solution
BankScan AI's CSV output imports directly into Zoho Books' banking module. Transaction dates, descriptions, and amounts are correctly formatted.
About {'name': 'Zoho Books', 'full_name': 'Zoho Books', 'import_format': 'CSV', 'description': 'Zoho Books is a cloud accounting solution that integrates with the wider Zoho suite, used by growing UK businesses.', 'import_notes': "BankScan AI's CSV output imports directly into Zoho Books' banking module. Transaction dates, descriptions, and amounts are correctly formatted."} Integration
Importing bank transactions into Zoho Books typically involves downloading a CSV file from your bank's online portal — but many clients provide paper statements or PDF downloads that Zoho Books cannot read directly. BankScan AI's CSV output imports directly into Zoho Books' banking module. Transaction dates, descriptions, and amounts are correctly formatted. 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 Zoho Books's import feature.
Import into Zoho Books
Download the file and upload it directly into Zoho Books. 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 Zoho Books — Free