First Direct + Dext: Bridge the Gap
Need to get your First Direct (HSBC) bank statement into Dext? First Direct uses DD MMM YYYY and minimalist single-column layout with transaction type codes and running balance, similar to HSBC but with simplified headers — which needs converting to CSV (N/A — Dext is not a direct import target. BankScan AI outputs feed into the same accounting software that Dext publishes to (Xero, QBO, Sage).) for Dext import.
How BankScan AI Converts First Direct for Dext
BankScan AI complements Dext by converting bank statement PDFs to CSV. Import into Dext or directly into your accounting package for reconciliation. First Direct statements follow an HSBC-family format but with a distinct minimalist layout. BankScan AI detects the variant automatically.
How It Works
Upload your First Direct PDF
Drag and drop your First Direct statement. Supports PDF with DD MMM YYYY handling.
AI converts for Dext
Our AI parses First Direct's layout, converts dates to DD/MM/YYYY (for onward import to accounting software), and outputs CSV.
Import into Dext
BankScan AI and Dext work together in your workflow: use BankScan AI for bank statement PDFs, Dext for receipts and invoices, then import both into your accounting software.
Dext Import Tip
N/A — Dext is not a direct import target. BankScan AI outputs feed into the same accounting software that Dext publishes to (Xero, QBO, Sage).
First Direct to Dext Features
- First Direct optimised — Trained on First Direct's minimalist single-column layout with transaction type codes and running balance, similar to HSBC but with simplified headers with DD MMM YYYY parsing
- Dext formatted — Output as CSV with N/A — Dext is not a direct import target. BankScan AI outputs feed into the same accounting software that Dext publishes to (Xero, QBO, Sage).
- Date conversion — Converts DD MMM YYYY to DD/MM/YYYY (for onward import to accounting software) automatically
Import First Direct Data into Dext
After converting your First Direct statement with BankScan AI:
- BankScan AI and Dext work together in your workflow: use BankScan AI for bank statement PDFs, Dext for receipts and invoices, then import both into your accounting software
Common Import Issues
No direct import errors — Dext and BankScan AI are complementary tools. Ensure both use the same accounting software integration for consistent reconciliation.
Import First Direct into Dext Today
Automatic date conversion (DD MMM YYYY to DD/MM/YYYY (for onward import to accounting software)), column mapping, and format validation.
Import First Direct to Dext Free