Investec + Bench: Bridge the Gap
Need to get your Investec Bank UK bank statement into Bench? Investec uses DD MMM YYYY and premium layout with separate banking and investment sections, each with their own column structures — which needs converting to CSV (Date, Description, Amount — Bench bookkeepers handle column mapping during their review process) for Bench import.
How BankScan AI Converts Investec 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. Investec private banking statements include investment account summaries alongside current account transactions. BankScan AI separates and converts the banking transactions.
How It Works
Upload your Investec PDF
Drag and drop your Investec statement. Supports PDF with DD MMM YYYY handling.
AI converts for Bench
Our AI parses Investec'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
Investec to Bench Features
- Investec optimised — Trained on Investec's premium layout with separate banking and investment sections, each with their own column structures with DD MMM YYYY parsing
- Bench formatted — Output as CSV with Date, Description, Amount — Bench bookkeepers handle column mapping during their review process
- Date conversion — Converts DD MMM YYYY to MM/DD/YYYY automatically
Import Investec Data into Bench
After converting your Investec 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 Investec into Bench Today
Automatic date conversion (DD MMM YYYY to MM/DD/YYYY), column mapping, and format validation.
Import Investec to Bench Free