Why Use BankScan AI?
Need to get your First Direct (HSBC) bank statement into Zoho Books? First Direct doesn't always make it easy to export transactions in a format Zoho Books accepts. BankScan AI bridges the gap — upload your First Direct PDF, get a CSV file ready for Zoho Books import.
The Solution
BankScan AI's CSV output imports directly into Zoho Books' banking module. Transaction dates, descriptions, and amounts are correctly formatted. 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 Zoho Books
Our AI parses the First Direct statement layout and outputs a CSV file formatted for Zoho Books's import feature.
Import into Zoho Books
Upload the converted file into Zoho Books 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 Zoho Books Free