KashFlow + Tax Advisors: Faster Bank Import
Tax advisors need to review multiple years of bank statements during tax investigations or self-assessment preparation. If you use KashFlow for your accounting, you need a fast way to get bank statement data into the system.
BankScan AI for Tax Advisors Using KashFlow
BankScan AI converts any bank statement PDF to CSV formatted for direct import into KashFlow. Batch-convert entire folders of bank statement PDFs into structured spreadsheets to speed up tax return preparation and HMRC enquiry responses.
The Tax Advisors + KashFlow Workflow
Tax advisors collect bank statements alongside P60s, dividend vouchers, and rental income records to prepare self-assessment returns. During HMRC enquiries, they must review multiple years of statements to substantiate income, verify expense claims, and respond to information notices within tight deadlines.
Key terms you'll encounter: self-assessment, HMRC enquiry, information notice, tax computation.
How It Works
Upload any bank statement PDF
Supports all major banks. Saves 2-3 hours per complex self-assessment return during tax season, and up to 8 hours when responding to HMRC enquiries requiring multi-year statement analysis
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 Tax Advisors
- 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 Tax Advisors — Saves 2-3 hours per complex self-assessment return during tax season, and up to 8 hours when responding to HMRC enquiries requiring multi-year statement analysis
- Software compatible — Output works directly with TaxCalc, Taxfiler, IRIS
Import Steps for Tax Advisors Using KashFlow
As tax advisor, 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 Tax Advisors
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 + Tax Advisors