KashFlow + Charities & Non-Profits: Faster Bank Import
Charities need accurate financial records for trustees, donors, and the Charity Commission — but often rely on volunteers without accounting expertise. If you use KashFlow for your accounting, you need a fast way to get bank statement data into the system.
BankScan AI for Charities & Non-Profits Using KashFlow
BankScan AI converts any bank statement PDF to CSV formatted for direct import into KashFlow. Make bank statement reconciliation simple for volunteer treasurers. Upload statements, get clean spreadsheets for your financial reports.
The Charities & Non-Profits + KashFlow Workflow
Charity treasurers collect bank statements monthly, reconcile them against donation records and grant income, allocate expenditure to restricted and unrestricted funds, and prepare reports for trustee meetings. Annual accounts must be filed with the Charity Commission, requiring a full year of reconciled bank data.
Key terms you'll encounter: restricted funds, unrestricted funds, fund accounting, Charity SORP.
How It Works
Upload any bank statement PDF
Supports all major banks. Saves volunteer treasurers 2-3 hours per month on bank reconciliation, reducing reliance on accounting expertise that small charities often lack
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 Charities & Non-Profits
- 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 Charities & Non-Profits — Saves volunteer treasurers 2-3 hours per month on bank reconciliation, reducing reliance on accounting expertise that small charities often lack
- Software compatible — Output works directly with Xero, QuickBooks, LibreOffice Calc
Import Steps for Charities & Non-Profits Using KashFlow
As charity, 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 Charities & Non-Profits
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 + Charities & Non-Profits