Why Use BankScan AI?
Need to get your First Republic Bank (now JPMorgan) bank statement into Taxfiler? First Republic doesn't always make it easy to export transactions in a format Taxfiler accepts. BankScan AI bridges the gap — upload your First Republic PDF, get a CSV file ready for Taxfiler import.
The Solution
Convert client bank statements to structured CSV files with BankScan AI, then use the data for income verification and expense categorisation in Taxfiler. 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 bank statement into BankScan AI. Supports PDF formats.
AI converts for Taxfiler
Our AI parses the First Republic statement layout and outputs a CSV file formatted for Taxfiler's import feature.
Import into Taxfiler
Upload the converted file into Taxfiler 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 Republic to Taxfiler Free