Investec → Excel for Charities & Non-Profits
As charity, 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 charities & non-profits work
Download and use with Xero, QuickBooks. Make bank statement reconciliation simple for volunteer treasurers. Upload statements, get clean spreadsheets for your financial reports.
Investec + Excel + Charities & Non-Profits
- 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 charities & non-profits — Saves volunteer treasurers 2-3 hours per month on bank reconciliation, reducing reliance on accounting expertise that small charities often lack
Investec to Excel — For Charities & Non-Profits
Handles DD MMM YYYY, outputs perfect Excel. Free tier available.
Convert Investec to Excel Free