Investec → QBO for Solicitors
As solicitor, 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 solicitors work
Download and use with Clio, LEAP Legal Software. Convert client and third-party bank statements to searchable, sortable Excel spreadsheets for faster case analysis and evidence preparation.
Investec + QBO + Solicitors
- 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 solicitors — Saves 1-2 hours per case on financial disclosure analysis, with complex matrimonial cases saving up to 4 hours per set of statements
Investec to QBO — For Solicitors
Handles DD MMM YYYY, outputs perfect QBO. Free tier available.
Convert Investec to QBO Free