BMO + FreshBooks: Bridge the Gap
Need to get your BMO (Bank of Montreal US) bank statement into FreshBooks? 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 — FreshBooks supports single amount column (negative for expenses) or separate Debit/Credit columns) for FreshBooks import.
How BankScan AI Converts BMO for FreshBooks
Convert your bank statement PDF to CSV with BankScan AI, then import into FreshBooks to reconcile invoices and track expenses automatically. 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 FreshBooks
Our AI parses BMO's layout, converts dates to YYYY-MM-DD or MM/DD/YYYY, and outputs CSV / OFX.
Import into FreshBooks
In FreshBooks, go to Banking > Add Account > Import Transactions from File. Upload your CSV or OFX file, map the columns, and import.
FreshBooks Import Tip
Date, Description, Amount — FreshBooks supports single amount column (negative for expenses) or separate Debit/Credit columns
BMO to FreshBooks 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
- FreshBooks formatted — Output as CSV / OFX with Date, Description, Amount — FreshBooks supports single amount column (negative for expenses) or separate Debit/Credit columns
- Date conversion — Converts MM/DD/YYYY to YYYY-MM-DD or MM/DD/YYYY automatically
Import BMO Data into FreshBooks
After converting your BMO statement with BankScan AI:
- In FreshBooks, go to Banking > Add Account > Import Transactions from File
- Upload your CSV or OFX file, map the columns, and import
Common Import Issues
FreshBooks limits imports to 500 transactions per file. For longer periods, split into monthly files. OFX import is generally smoother than CSV.
Import BMO into FreshBooks Today
Automatic date conversion (MM/DD/YYYY to YYYY-MM-DD or MM/DD/YYYY), column mapping, and format validation.
Import BMO to FreshBooks Free