John Lewis Finance → Excel for Financial Advisors (IFAs)
As financial advisor, you need John Lewis Finance bank statements in Excel format. John Lewis credit card statements include partnership reward points alongside transactions. BankScan AI extracts the financial data while preserving reward details. BankScan AI handles the conversion — DD MMM YYYY, credit card layout with Transaction Date, Description, Amount columns, plus Partnership Points summary section, and all.
How It Works
Upload John Lewis Finance PDF
Drop your John Lewis Finance statement PDF. Supports PDF.
AI converts to Excel
Parses John Lewis Finance's DD MMM YYYY, extracts all transactions, outputs Excel (.xlsx).
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.
John Lewis Finance + Excel + Financial Advisors (IFAs)
- John Lewis Finance expertise — Handles DD MMM YYYY and credit card layout with Transaction Date, Description, Amount columns, plus Partnership Points summary section
- Excel output — Supports multiple sheets per workbook, conditional formatting for flagging large transactions, and embedded formulas for running balance verification.
- 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
John Lewis Finance to Excel — For Financial Advisors (IFAs)
Handles DD MMM YYYY, outputs perfect Excel. Free tier available.
Convert John Lewis Finance to Excel Free