KashFlow + Doctors & GPs: Faster Bank Import
GP practices and private doctors deal with NHS reimbursements, private patient fees, and practice expenses across multiple accounts. If you use KashFlow for your accounting, you need a fast way to get bank statement data into the system.
BankScan AI for Doctors & GPs Using KashFlow
BankScan AI converts any bank statement PDF to CSV formatted for direct import into KashFlow. Automate bank statement conversion for your practice accounts so your accountant can quickly reconcile NHS payments and private income.
The Doctors & GPs + KashFlow Workflow
GP practices receive Global Sum payments from NHS England, enhanced service payments, QOF achievement payments, and private income. Practice managers reconcile bank statements against PCSE payment schedules, track partner drawings, and manage seniority and locum reimbursements. Year-end requires detailed profit-sharing calculations.
Key terms you'll encounter: Global Sum, QOF payments, partner drawings, PCSE schedule.
How It Works
Upload any bank statement PDF
Supports all major banks. Saves the practice manager 3-4 hours per month on NHS payment reconciliation and partner drawings tracking
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 Doctors & GPs
- 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 Doctors & GPs — Saves the practice manager 3-4 hours per month on NHS payment reconciliation and partner drawings tracking
- Software compatible — Output works directly with Sage, Xero, IRIS GP Accounts
Import Steps for Doctors & GPs Using KashFlow
As doctor, 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 Doctors & GPs
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 + Doctors & GPs