Investec + FreeAgent: Bridge the Gap
Need to get your Investec Bank UK bank statement into FreeAgent? 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 / 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 Investec 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. 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 FreeAgent
Our AI parses Investec'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
Investec to FreeAgent 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
- 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 DD MMM YYYY to DD/MM/YYYY automatically
Import Investec Data into FreeAgent
After converting your Investec 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 Investec into FreeAgent Today
Automatic date conversion (DD MMM YYYY to DD/MM/YYYY), column mapping, and format validation.
Import Investec to FreeAgent Free