BMO + FreeAgent: Bridge the Gap
Need to get your BMO (Bank of Montreal US) bank statement into FreeAgent? BMO uses MM/DD/YYYY and Canadian-heritage format with Date, Description, Debits, Credits, and Balance columns, plus account summary and fee analysis 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 BMO 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. BMO US statements (formerly BMO Harris) use a format common to Canadian-heritage US banks. BankScan AI handles both personal and business BMO statement layouts.
How It Works
Upload your BMO PDF
Drag and drop your BMO statement. Supports PDF with MM/DD/YYYY handling.
AI converts for FreeAgent
Our AI parses BMO'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
BMO to FreeAgent Features
- BMO optimised — Trained on BMO's Canadian-heritage format with Date, Description, Debits, Credits, and Balance columns, plus account summary and fee analysis 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 BMO Data into FreeAgent
After converting your BMO 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 BMO into FreeAgent Today
Automatic date conversion (MM/DD/YYYY to DD/MM/YYYY), column mapping, and format validation.
Import BMO to FreeAgent Free