First Republic + Bench: Bridge the Gap
Need to get your First Republic Bank (now JPMorgan) bank statement into Bench? First Republic uses MM/DD/YYYY and premium private banking layout with separate checking, savings, and investment summary sections in a single consolidated statement — which needs converting to CSV (Date, Description, Amount — Bench bookkeepers handle column mapping during their review process) for Bench import.
How BankScan AI Converts First Republic for Bench
Convert bank statements to CSV with BankScan AI for Bench-compatible import. Useful when bank feeds are unavailable or historical statements need processing. First Republic private banking statements include wealth management summaries alongside checking transactions. BankScan AI extracts the core banking data accurately.
How It Works
Upload your First Republic PDF
Drag and drop your First Republic statement. Supports PDF with MM/DD/YYYY handling.
AI converts for Bench
Our AI parses First Republic's layout, converts dates to MM/DD/YYYY, and outputs CSV.
Import into Bench
Share BankScan AI's converted CSV files with your Bench bookkeeper via the Bench portal. They import the data into your Bench account for categorisation and reconciliation.
Bench Import Tip
Date, Description, Amount — Bench bookkeepers handle column mapping during their review process
First Republic to Bench Features
- First Republic optimised — Trained on First Republic's premium private banking layout with separate checking, savings, and investment summary sections in a single consolidated statement with MM/DD/YYYY parsing
- Bench formatted — Output as CSV with Date, Description, Amount — Bench bookkeepers handle column mapping during their review process
- Date conversion — Converts MM/DD/YYYY to MM/DD/YYYY automatically
Import First Republic Data into Bench
After converting your First Republic statement with BankScan AI:
- Share BankScan AI's converted CSV files with your Bench bookkeeper via the Bench portal
- They import the data into your Bench account for categorisation and reconciliation
Common Import Issues
Bench's human bookkeepers handle most import issues. Main challenge is when bank feeds disconnect — BankScan AI serves as the backup data source for gap periods.
Import First Republic into Bench Today
Automatic date conversion (MM/DD/YYYY to MM/DD/YYYY), column mapping, and format validation.
Import First Republic to Bench Free