Citizens Bank + Bench: Bridge the Gap
Need to get your Citizens Financial Group bank statement into Bench? Citizens Bank uses MM/DD and traditional layout with Date, Description, Debits, Credits, and Balance columns, plus a detailed Service Charge Summary section — which needs converting to CSV (Date, Description, Amount — Bench bookkeepers handle column mapping during their review process) for Bench import.
How BankScan AI Converts Citizens Bank for Bench
Convert bank statements to CSV with BankScan AI for Bench-compatible import. Useful when bank feeds are unavailable or historical statements need processing. Citizens Bank statements include both personal and business formats with detailed fee breakdowns. BankScan AI extracts transactions while noting service charges separately.
How It Works
Upload your Citizens Bank PDF
Drag and drop your Citizens Bank statement. Supports PDF with MM/DD handling.
AI converts for Bench
Our AI parses Citizens Bank's layout, converts dates to MM/DD/YYYY, and outputs CSV.
Import into Bench
Share BankScan AI's converted CSV files with your Bench bookkeeper via the Bench portal. They import the data into your Bench account for categorisation and reconciliation.
Bench Import Tip
Date, Description, Amount — Bench bookkeepers handle column mapping during their review process
Citizens Bank to Bench Features
- Citizens Bank optimised — Trained on Citizens Bank's traditional layout with Date, Description, Debits, Credits, and Balance columns, plus a detailed Service Charge Summary section with MM/DD parsing
- Bench formatted — Output as CSV with Date, Description, Amount — Bench bookkeepers handle column mapping during their review process
- Date conversion — Converts MM/DD to MM/DD/YYYY automatically
Import Citizens Bank Data into Bench
After converting your Citizens Bank statement with BankScan AI:
- Share BankScan AI's converted CSV files with your Bench bookkeeper via the Bench portal
- They import the data into your Bench account for categorisation and reconciliation
Common Import Issues
Bench's human bookkeepers handle most import issues. Main challenge is when bank feeds disconnect — BankScan AI serves as the backup data source for gap periods.
Import Citizens Bank into Bench Today
Automatic date conversion (MM/DD to MM/DD/YYYY), column mapping, and format validation.
Import Citizens Bank to Bench Free