SVB + KashFlow: Bridge the Gap
Need to get your Silicon Valley Bank (now First Citizens) bank statement into KashFlow? SVB uses MM/DD/YYYY and commercial banking format with detailed wire transfer sections showing Originator, Beneficiary, and Reference fields alongside standard Date/Description/Amount columns — 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 SVB for KashFlow
BankScan AI's CSV export works directly with KashFlow's bank statement import feature. Upload and match transactions in minutes. SVB statements are common among tech startups and VC-backed companies. BankScan AI handles SVB's wire-heavy transaction layout with full reference preservation.
How It Works
Upload your SVB PDF
Drag and drop your SVB statement. Supports PDF with MM/DD/YYYY handling.
AI converts for KashFlow
Our AI parses SVB'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
SVB to KashFlow Features
- SVB optimised — Trained on SVB's commercial banking format with detailed wire transfer sections showing Originator, Beneficiary, and Reference fields alongside standard Date/Description/Amount columns with MM/DD/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 MM/DD/YYYY to DD/MM/YYYY automatically
Import SVB Data into KashFlow
After converting your SVB 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 SVB into KashFlow Today
Automatic date conversion (MM/DD/YYYY to DD/MM/YYYY), column mapping, and format validation.
Import SVB to KashFlow Free