Investec → QBO for Financial Advisors (IFAs)
As financial advisor, you need Investec bank statements in QBO 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 QBO
Parses Investec's DD MMM YYYY, extracts all transactions, outputs QBO (.qbo).
Use in your financial advisors (ifas) work
Download and use with Intelliflo, CashCalc. Convert client bank statements to Excel for quick financial analysis, cashflow modelling, and wealth planning presentations.
Investec + QBO + Financial Advisors (IFAs)
- Investec expertise — Handles DD MMM YYYY and premium layout with separate banking and investment sections, each with their own column structures
- QBO output — QuickBooks recognises QBO files natively — double-click to import. Transactions land directly in the bank reconciliation queue with payee names and amounts pre-populated.
- Built for financial advisors (ifas) — Saves 30-45 minutes per client fact-find on income and expenditure analysis, with annual reviews completed 20-30 minutes faster per client
Investec to QBO — For Financial Advisors (IFAs)
Handles DD MMM YYYY, outputs perfect QBO. Free tier available.
Convert Investec to QBO Free