Investec → Excel for Recruitment Agencies
As recruitment agency owner, 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 recruitment agencies work
Download and use with Xero, Sage. Convert your agency bank statements to Excel to reconcile placement fees, match temporary worker payments, and track client account balances.
Investec + Excel + Recruitment Agencies
- 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 recruitment agencies — Saves 3-4 hours per week on placement fee reconciliation and temporary worker payment matching for an agency processing 50+ placements per month
Investec to Excel — For Recruitment Agencies
Handles DD MMM YYYY, outputs perfect Excel. Free tier available.
Convert Investec to Excel Free