Investec → Google Sheets for Mortgage Brokers
As mortgage broker, 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 mortgage brokers work
Download and use with Mortgage Brain, Twenty7Tec. Instantly convert applicant bank statements to Excel to verify income, identify regular commitments, and prepare affordability summaries.
Investec + Google Sheets + Mortgage Brokers
- 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 mortgage brokers — Saves 30-45 minutes per mortgage application on statement review, which adds up to 5+ hours per week during busy periods with 8-10 applications in progress
Investec to Google Sheets — For Mortgage Brokers
Handles DD MMM YYYY, outputs perfect Google Sheets. Free tier available.
Convert Investec to Google Sheets Free