KashFlow + Insurance Claim: Complete Workflow
Preparing for insurance claim and using KashFlow? Insurance claims for business interruption, theft, or fraud require bank statements as evidence of financial loss. Insurers need clear, organised financial documentation. BankScan AI bridges the gap between your bank's PDF statements and KashFlow's import feature.
BankScan AI → KashFlow for Insurance Claim
Convert bank statement PDFs to CSV formatted for KashFlow import. Convert bank statements to structured Excel spreadsheets showing income patterns, loss periods, and transaction evidence for insurance claim submissions.
How It Works
Upload your bank statement PDF
Supports all major banks. Upload 12-24 months pre-loss for baseline comparison, plus the entire loss period; business interruption claims may need 3+ years of historical data 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 insurance claim
Upload into KashFlow and use the reconciled data for insurance claim.
Supported Banks
BankScan AI works with all major UK and US banks, including:
KashFlow + Insurance Claim 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 Insurance Claim — Convert bank statements to structured Excel spreadsheets showing income patterns, loss periods, and transaction evidence for insurance claim submissions.
Import for Insurance Claim into KashFlow
After converting your bank statements for insurance claim:
- 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 Insurance Claim
Most policies require notification within 30 days and full claim submission within 6-12 months; delays give insurers grounds to question or deny the claim
Convert for KashFlow + Insurance Claim