KashFlow + Auto Dealers: Faster Bank Import
Auto dealerships process floor plan financing, vehicle sales, trade-ins, F&I product income, and manufacturer incentives — requiring complex bank reconciliation. If you use KashFlow for your accounting, you need a fast way to get bank statement data into the system.
BankScan AI for Auto Dealers Using KashFlow
BankScan AI converts any bank statement PDF to CSV formatted for direct import into KashFlow. Convert dealership bank statements to spreadsheets for floor plan reconciliation, sales tracking, and manufacturer incentive verification.
The Auto Dealers + KashFlow Workflow
Auto dealership controllers reconcile floor plan financing curtailments against vehicle sales, track F&I (Finance and Insurance) product income, verify manufacturer incentive and holdback payments, match customer financing deposits from lenders, and manage trade-in payoffs. Bank statements are reconciled daily against the DMS (Dealer Management System) to ensure all vehicle transactions are properly recorded.
Key terms you'll encounter: floor plan curtailment, deal jacket, holdback, F&I income.
How It Works
Upload any bank statement PDF
Supports all major banks. Saves 3-5 hours per week on floor plan reconciliation and deal funding verification for a dealership selling 100+ vehicles per month
AI formats for KashFlow
Output as CSV with Date, Reference, Amount — KashFlow uses a single amount column where positive is money in and negative is money out — dates in DD/MM/YYYY.
Import and reconcile
In KashFlow, go to Bank > Bank Accounts > select your account > Import Transactions. Upload the CSV from BankScan AI and confirm the column mapping. KashFlow's 'PayPal sync' feature combined with bank statement import gives a complete picture of both online and bank transactions in one view.
Supported Banks
BankScan AI works with all major UK and US banks, including:
KashFlow Features for Auto Dealers
- KashFlow ready — Output formatted as CSV matching KashFlow's expected column structure
- Smart integration — KashFlow's 'PayPal sync' feature combined with bank statement import gives a complete picture of both online and bank transactions in one view.
- Built for Auto Dealers — Saves 3-5 hours per week on floor plan reconciliation and deal funding verification for a dealership selling 100+ vehicles per month
- Software compatible — Output works directly with CDK Global, Reynolds and Reynolds, QuickBooks
Import Steps for Auto Dealers Using KashFlow
As an auto dealer, here's how to get bank data into KashFlow:
- In KashFlow, go to Bank > Bank Accounts > select your account > Import Transactions
- Upload the CSV from BankScan AI and confirm the column mapping
Common Import Issues
KashFlow can reject imports if the CSV has blank rows between transactions or if the date column has inconsistent formatting across rows.
KashFlow Import — Built for Auto Dealers
Owned by IRIS Software since 2013. Positioned as entry-level cloud accounting for UK micro-businesses who find Xero and QuickBooks too complex.
Try Free — KashFlow + Auto Dealers