Investec → Excel for Estate Agents
As an estate agent, 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 estate agents work
Download and use with Reapit, Alto by Vebra. Convert your client money and office account statements to structured spreadsheets for faster reconciliation and compliance reporting.
Investec + Excel + Estate Agents
- 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 estate agents — Saves 2-3 hours per week on client money account reconciliation and commission tracking across property completions
Investec to Excel — For Estate Agents
Handles DD MMM YYYY, outputs perfect Excel. Free tier available.
Convert Investec to Excel Free