Citizens Bank + FreeAgent: Bridge the Gap
Need to get your Citizens Financial Group bank statement into FreeAgent? 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 / 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 Citizens Bank 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. 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 FreeAgent
Our AI parses Citizens Bank'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
Citizens Bank to FreeAgent 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
- 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 to DD/MM/YYYY automatically
Import Citizens Bank Data into FreeAgent
After converting your Citizens Bank 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 Citizens Bank into FreeAgent Today
Automatic date conversion (MM/DD to DD/MM/YYYY), column mapping, and format validation.
Import Citizens Bank to FreeAgent Free