Investec → Google Sheets for Enrolled Agents
As an enrolled agent, 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 enrolled agents work
Download and use with Drake Tax, Lacerte. Batch-convert client bank statements to Excel for fast income verification, deduction substantiation, and IRS examination responses.
Investec + Google Sheets + Enrolled Agents
- 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 enrolled agents — Saves 1-2 hours per IRS examination response on bank statement analysis, plus 20-30 minutes per tax return during filing season on income verification
Investec to Google Sheets — For Enrolled Agents
Handles DD MMM YYYY, outputs perfect Google Sheets. Free tier available.
Convert Investec to Google Sheets Free