First Republic + FreeAgent: Bridge the Gap
Need to get your First Republic Bank (now JPMorgan) bank statement into FreeAgent? 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 / OFX (Date, Description, Amount (single column) — FreeAgent also accepts OFX files which skip the column mapping step entirely) for FreeAgent import.
How BankScan AI Converts First Republic for FreeAgent
Convert your bank statement PDF with BankScan AI, then import the CSV into FreeAgent's bank statement upload. Dates and amounts are formatted to match FreeAgent's requirements. 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 FreeAgent
Our AI parses First Republic's layout, converts dates to DD/MM/YYYY, and outputs CSV / OFX.
Import into FreeAgent
In FreeAgent, go to Banking > select your account > Import Bank Statement. Choose CSV or OFX format, upload the file, and FreeAgent will parse the transactions automatically.
FreeAgent Import Tip
Date, Description, Amount (single column) — FreeAgent also accepts OFX files which skip the column mapping step entirely
First Republic to FreeAgent 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
- FreeAgent formatted — Output as CSV / OFX with Date, Description, Amount (single column) — FreeAgent also accepts OFX files which skip the column mapping step entirely
- Date conversion — Converts MM/DD/YYYY to DD/MM/YYYY automatically
Import First Republic Data into FreeAgent
After converting your First Republic statement with BankScan AI:
- In FreeAgent, go to Banking > select your account > Import Bank Statement
- Choose CSV or OFX format, upload the file, and FreeAgent will parse the transactions automatically
Common Import Issues
FreeAgent can struggle with CSV files that have extra header rows or summary rows at the bottom. Ensure only transaction data rows are included.
Import First Republic into FreeAgent Today
Automatic date conversion (MM/DD/YYYY to DD/MM/YYYY), column mapping, and format validation.
Import First Republic to FreeAgent Free