First Direct + Gusto: Bridge the Gap
Need to get your First Direct (HSBC) bank statement into Gusto? 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 — Gusto is payroll software. Use BankScan AI output to verify payroll debits, tax deposits, and benefits payments match Gusto records.) for Gusto import.
How BankScan AI Converts First Direct for Gusto
Convert bank statements to CSV with BankScan AI to reconcile payroll debits, tax payments, and benefits deductions against Gusto payroll reports. 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 Gusto
Our AI parses First Direct's layout, converts dates to MM/DD/YYYY (for reference), and outputs CSV.
Import into Gusto
Gusto doesn't import bank statements. Use BankScan AI to convert your statements to Excel, then filter for payroll-related transactions to reconcile against Gusto's payroll reports.
Gusto Import Tip
N/A — Gusto is payroll software. Use BankScan AI output to verify payroll debits, tax deposits, and benefits payments match Gusto records.
First Direct to Gusto 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
- Gusto formatted — Output as CSV with N/A — Gusto is payroll software. Use BankScan AI output to verify payroll debits, tax deposits, and benefits payments match Gusto records.
- Date conversion — Converts DD MMM YYYY to MM/DD/YYYY (for reference) automatically
Import First Direct Data into Gusto
After converting your First Direct statement with BankScan AI:
- Gusto doesn't import bank statements
- Use BankScan AI to convert your statements to Excel, then filter for payroll-related transactions to reconcile against Gusto's payroll reports
Common Import Issues
No direct import. Use BankScan AI data to identify and verify payroll tax deposits (941, FUTA, SUTA) appearing on your bank statement against Gusto's tax filing records.
Import First Direct into Gusto Today
Automatic date conversion (DD MMM YYYY to MM/DD/YYYY (for reference)), column mapping, and format validation.
Import First Direct to Gusto Free