KashFlow + Investor Reporting: Complete Workflow
Preparing for investor reporting and using KashFlow? Investors and VCs request bank statements during due diligence and ongoing reporting. Presenting raw PDF statements looks unprofessional and slows the process. BankScan AI bridges the gap between your bank's PDF statements and KashFlow's import feature.
BankScan AI → KashFlow for Investor Reporting
Convert bank statement PDFs to CSV formatted for KashFlow import. Convert your bank statements to clean Excel spreadsheets for professional investor reporting, burn rate analysis, and due diligence document preparation.
How It Works
Upload your bank statement PDF
Supports all major banks. Upload 12-24 months for due diligence; monthly or quarterly for ongoing investor reporting and board updates 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 investor reporting
Upload into KashFlow and use the reconciled data for investor reporting.
Supported Banks
BankScan AI works with all major UK and US banks, including:
KashFlow + Investor Reporting 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 Investor Reporting — Convert your bank statements to clean Excel spreadsheets for professional investor reporting, burn rate analysis, and due diligence document preparation.
Import for Investor Reporting into KashFlow
After converting your bank statements for investor reporting:
- 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 Investor Reporting
Due diligence typically runs 4-8 weeks with a tight data room deadline; ongoing investor reports are usually expected within 15 days of month-end
Convert for KashFlow + Investor Reporting