KashFlow + Veterinarians: Faster Bank Import
Veterinary practices handle client payments, insurance claims, pharmaceutical purchases, and equipment finance — all needing accurate reconciliation. If you use KashFlow for your accounting, you need a fast way to get bank statement data into the system.
BankScan AI for Veterinarians Using KashFlow
BankScan AI converts any bank statement PDF to CSV formatted for direct import into KashFlow. Convert your practice bank statements to Excel to match client payments, reconcile insurance reimbursements, and track pharmaceutical costs.
The Veterinarians + KashFlow Workflow
Veterinary practices process daily client payments at reception, receive pet insurance direct settlements, pay pharmaceutical and surgical supply wholesalers, manage locum vet costs, and track lab test fees. Bank statements need reconciliation against practice management software billing records to ensure all invoiced treatments have been paid.
Key terms you'll encounter: direct settlement, practice management system, dispensing income, out-of-hours charges.
How It Works
Upload any bank statement PDF
Supports all major banks. Saves 2-3 hours per week on reconciling client payments and insurance settlements against practice management system billing records
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 Veterinarians
- 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 Veterinarians — Saves 2-3 hours per week on reconciling client payments and insurance settlements against practice management system billing records
- Software compatible — Output works directly with Sage, Xero, VetSolutions RxWorks
Import Steps for Veterinarians Using KashFlow
As vet practice owner, 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 Veterinarians
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 + Veterinarians