Investec → Excel for Bookkeepers
As bookkeeper, you need Investec bank statements in Excel format. Investec private banking statements include investment account summaries alongside current account transactions. BankScan AI separates and converts the banking transactions. BankScan AI handles the conversion — DD MMM YYYY, premium layout with separate banking and investment sections, each with their own column structures, and all.
How It Works
Upload Investec PDF
Drop your Investec statement PDF. Supports PDF.
AI converts to Excel
Parses Investec's DD MMM YYYY, extracts all transactions, outputs Excel (.xlsx).
Use in your bookkeepers work
Download and use with Xero, QuickBooks Online. BankScan AI handles every major UK bank format automatically. Upload the PDF, download the spreadsheet — no manual data entry needed.
Investec + Excel + Bookkeepers
- Investec expertise — Handles DD MMM YYYY and premium layout with separate banking and investment sections, each with their own column structures
- Excel output — Supports multiple sheets per workbook, conditional formatting for flagging large transactions, and embedded formulas for running balance verification.
- Built for bookkeepers — Saves approximately 30 minutes per client per month on data entry, freeing up 8-10 hours per week for a bookkeeper with 20+ clients
Investec to Excel — For Bookkeepers
Handles DD MMM YYYY, outputs perfect Excel. Free tier available.
Convert Investec to Excel Free