Coutts + FreeAgent: Bridge the Gap
Need to get your Coutts & Co bank statement into FreeAgent? Coutts uses DD MMM YYYY and premium layout with separate current account, savings, and investment summary 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 Coutts 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. Coutts private banking statements have a premium layout with additional wealth summary sections that BankScan AI filters correctly.
How It Works
Upload your Coutts PDF
Drag and drop your Coutts statement. Supports PDF with DD MMM YYYY handling.
AI converts for FreeAgent
Our AI parses Coutts'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
Coutts to FreeAgent Features
- Coutts optimised — Trained on Coutts's premium layout with separate current account, savings, and investment summary sections with DD MMM 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 DD MMM YYYY to DD/MM/YYYY automatically
Import Coutts Data into FreeAgent
After converting your Coutts 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 Coutts into FreeAgent Today
Automatic date conversion (DD MMM YYYY to DD/MM/YYYY), column mapping, and format validation.
Import Coutts to FreeAgent Free