First Republic + KashFlow: Bridge the Gap
Need to get your First Republic Bank (now JPMorgan) bank statement into KashFlow? 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, 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 Republic for KashFlow
BankScan AI's CSV export works directly with KashFlow's bank statement import feature. Upload and match transactions in minutes. 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 KashFlow
Our AI parses First Republic'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 Republic to KashFlow 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
- 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 MM/DD/YYYY to DD/MM/YYYY automatically
Import First Republic Data into KashFlow
After converting your First Republic 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 Republic into KashFlow Today
Automatic date conversion (MM/DD/YYYY to DD/MM/YYYY), column mapping, and format validation.
Import First Republic to KashFlow Free