Halifax + Bench: Bridge the Gap
Need to get your Halifax (Bank of Scotland) bank statement into Bench? Halifax uses DD MMM YY and single column for debits and credits with a Type column and running balance — which needs converting to CSV (Date, Description, Amount — Bench bookkeepers handle column mapping during their review process) for Bench import.
How BankScan AI Converts Halifax 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. Halifax statements use a Lloyds-family format with slight variations in header layout that BankScan AI automatically detects.
How It Works
Upload your Halifax PDF
Drag and drop your Halifax statement. Supports PDF with DD MMM YY handling.
AI converts for Bench
Our AI parses Halifax'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
Halifax to Bench Features
- Halifax optimised — Trained on Halifax's single column for debits and credits with a Type column and running balance with DD MMM YY parsing
- Bench formatted — Output as CSV with Date, Description, Amount — Bench bookkeepers handle column mapping during their review process
- Date conversion — Converts DD MMM YY to MM/DD/YYYY automatically
Import Halifax Data into Bench
After converting your Halifax 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 Halifax into Bench Today
Automatic date conversion (DD MMM YY to MM/DD/YYYY), column mapping, and format validation.
Import Halifax to Bench Free