Investec → Google Sheets for Attorneys
As an attorney, you need Investec bank statements in Google Sheets 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 Google Sheets
Parses Investec's DD MMM YYYY, extracts all transactions, outputs Google Sheets (cloud format).
Use in your attorneys work
Download and use with Clio, MyCase. Convert client and opposing party bank statements to searchable Excel spreadsheets for faster discovery review, asset tracing, and litigation support.
Investec + Google Sheets + Attorneys
- Investec expertise — Handles DD MMM YYYY and premium layout with separate banking and investment sections, each with their own column structures
- Google Sheets output — Real-time collaboration, comment threads on specific transactions, version history, and the ability to share with clients via a simple link without email attachments.
- Built for attorneys — Saves 2-4 hours per case on financial discovery analysis, with complex asset tracing cases saving a full day or more of manual statement review
Investec to Google Sheets — For Attorneys
Handles DD MMM YYYY, outputs perfect Google Sheets. Free tier available.
Convert Investec to Google Sheets Free