KashFlow + Business Loan Application: Complete Workflow
Preparing for business loan application and using KashFlow? Lenders and finance brokers require 6-12 months of business bank statements to assess cash flow and creditworthiness. Disorganised PDFs slow down applications. BankScan AI bridges the gap between your bank's PDF statements and KashFlow's import feature.
BankScan AI → KashFlow for Business Loan Application
Convert bank statement PDFs to CSV formatted for KashFlow import. Convert your business bank statements to clean spreadsheets showing cash flow, revenue patterns, and regular commitments — accelerating your loan application.
How It Works
Upload your bank statement PDF
Supports all major banks. Upload 6-12 months of business bank statements; asset finance may only need 3 months while commercial mortgages often require 24 months of statements.
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 use for business loan application
Upload into KashFlow and use the reconciled data for business loan application.
Supported Banks
BankScan AI works with all major UK and US banks, including:
KashFlow + Business Loan Application Features
- 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 Business Loan Application — Convert your business bank statements to clean spreadsheets showing cash flow, revenue patterns, and regular commitments — accelerating your loan application.
Import for Business Loan Application into KashFlow
After converting your bank statements for business loan application:
- 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 for Business Loan Application
Commercial loan offers typically have a 30-90 day validity; brokers may need statements within days to meet funding deadlines or property completion dates
Convert for KashFlow + Business Loan Application