First Direct + KashFlow: Bridge the Gap
Need to get your First Direct (HSBC) bank statement into KashFlow? 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 (Date, Reference, Amount — KashFlow uses a single amount column where positive is money in and negative is money out) for KashFlow import.
How BankScan AI Converts First Direct for KashFlow
BankScan AI's CSV export works directly with KashFlow's bank statement import feature. Upload and match transactions in minutes. 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 KashFlow
Our AI parses First Direct's layout, converts dates to DD/MM/YYYY, and outputs CSV.
Import into KashFlow
In KashFlow, go to Bank > Bank Accounts > select your account > Import Transactions. Upload the CSV from BankScan AI and confirm the column mapping.
KashFlow Import Tip
Date, Reference, Amount — KashFlow uses a single amount column where positive is money in and negative is money out
First Direct to KashFlow 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
- KashFlow formatted — Output as CSV with Date, Reference, Amount — KashFlow uses a single amount column where positive is money in and negative is money out
- Date conversion — Converts DD MMM YYYY to DD/MM/YYYY automatically
Import First Direct Data into KashFlow
After converting your First Direct statement with BankScan AI:
- In KashFlow, go to Bank > Bank Accounts > select your account > Import Transactions
- Upload the CSV from BankScan AI and confirm the column mapping
Common Import Issues
KashFlow can reject imports if the CSV has blank rows between transactions or if the date column has inconsistent formatting across rows.
Import First Direct into KashFlow Today
Automatic date conversion (DD MMM YYYY to DD/MM/YYYY), column mapping, and format validation.
Import First Direct to KashFlow Free