KashFlow + Enrolled Agents: Faster Bank Import
Enrolled Agents representing clients before the IRS need to review bank statements for tax return preparation, audit defense, and compliance verification. If you use KashFlow for your accounting, you need a fast way to get bank statement data into the system.
BankScan AI for Enrolled Agents Using KashFlow
BankScan AI converts any bank statement PDF to CSV formatted for direct import into KashFlow. Batch-convert client bank statements to Excel for fast income verification, deduction substantiation, and IRS examination responses.
The Enrolled Agents + KashFlow Workflow
Enrolled Agents review client bank statements to verify income reported on tax returns, identify unreported income during IRS examinations, substantiate deductions claimed, and prepare documentation for audit defense. They compare bank deposits against 1099s and W-2s to identify discrepancies and help clients respond to IRS notices and correspondence audits.
Key terms you'll encounter: IRS examination, correspondence audit, bank deposit analysis, Circular 230.
How It Works
Upload any bank statement PDF
Supports all major banks. Saves 1-2 hours per IRS examination response on bank statement analysis, plus 20-30 minutes per tax return during filing season on income verification
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 Enrolled Agents
- 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 Enrolled Agents — Saves 1-2 hours per IRS examination response on bank statement analysis, plus 20-30 minutes per tax return during filing season on income verification
- Software compatible — Output works directly with Drake Tax, Lacerte, ProConnect Tax
Import Steps for Enrolled Agents Using KashFlow
As an enrolled agent, 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 Enrolled Agents
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 + Enrolled Agents