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