Why Use BankScan AI?
Need to get your First Direct (HSBC) bank statement into TurboTax? First Direct doesn't always make it easy to export transactions in a format TurboTax accepts. BankScan AI bridges the gap — upload your First Direct PDF, get a CSV file ready for TurboTax import.
The Solution
BankScan AI converts bank statement PDFs to organized CSV files that help you identify deductible expenses and verify income during TurboTax preparation. 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 bank statement into BankScan AI. Supports PDF formats.
AI converts for TurboTax
Our AI parses the First Direct statement layout and outputs a CSV file formatted for TurboTax's import feature.
Import into TurboTax
Upload the converted file into TurboTax and start reconciling transactions immediately.
Key Features
- AI-powered parsing — reads any bank statement layout, not just templates
- All major UK banks — HSBC, Barclays, Lloyds, NatWest, Monzo, Santander, Revolut, and more
- Instant results — upload a PDF, get your spreadsheet in under 30 seconds
- Batch conversion — process multiple statements at once with paid plans
- Secure by design — files processed in memory and deleted immediately
- No software to install — works entirely in your browser
Ready to Save Hours?
Join hundreds of UK accountants and bookkeepers who use BankScan AI every day.
Import First Direct to TurboTax Free