Home › Tools › Import Bank Statements into KashFlow for Visa Application

Import Bank Statements into KashFlow for Visa Application

Convert bank statement PDFs for visa application and import into KashFlow. Owned by IRIS Software since 2013. Positioned as entry-level cloud accounting for UK micro-businesses who find Xero and QuickBooks too complex. All banks supported.

Convert for KashFlow + Visa Application
99%+Accuracy
30sPer Statement
40+Banks Supported
FreeTier Available

KashFlow + Visa Application: Complete Workflow

Preparing for visa application and using KashFlow? UK visa applications (Tier 1, Tier 2, spouse, student) require bank statements proving financial capability. The Home Office needs clear, organised financial evidence. BankScan AI bridges the gap between your bank's PDF statements and KashFlow's import feature.

BankScan AI → KashFlow for Visa Application

Convert bank statement PDFs to CSV formatted for KashFlow import. Convert your bank statements to structured Excel spreadsheets that clearly show your balance history, income sources, and regular savings — formatted for visa evidence bundles.

How It Works

1

Upload your bank statement PDF

Supports all major banks. Upload 6 months for most visa categories; 12 months for Innovator Founder and some ILR applications of statements.

2

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.

3

Import and use for visa application

Upload into KashFlow and use the reconciled data for visa application.

Supported Banks

BankScan AI works with all major UK and US banks, including:

HSBC Barclays Lloyds NatWest Monzo Santander Revolut Chase Bank of America Wells Fargo Citibank US Bank Capital One

KashFlow + Visa Application Features

Import for Visa Application into KashFlow

After converting your bank statements for visa application:

  1. In KashFlow, go to Bank > Bank Accounts > select your account > Import Transactions
  2. 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 Visa Application

Statements must cover the period ending no more than 31 days before the visa application date; delays mean re-obtaining fresh statements

Convert for KashFlow + Visa Application

Frequently Asked Questions

Can I import bank statements into KashFlow for visa application?
Yes. BankScan AI converts PDFs to CSV for KashFlow. Convert your bank statements to structured Excel spreadsheets that clearly show your balance history, income sources, and regular savings — formatted for visa evidence bundles.
What format does KashFlow need?
KashFlow requires Date, Reference, Amount — KashFlow uses a single amount column where positive is money in and negative is money out with dates in DD/MM/YYYY. BankScan AI handles this automatically.
How many months for visa application?
Typically 6 months for most visa categories; 12 months for Innovator Founder and some ILR applications. UK Visas and Immigration (UKVI), part of the Home Office, reviewed by Entry Clearance Officers or caseworkers will specify the exact period.
Is there a free tier?
Yes. Try free with limited conversions. Paid plans from $9.99/month.

Related Tools

Import Bank Statements into Xero for Mortgage Application

Convert bank statement PDFs for mortgage application and import into Xero. Market leader in UK cloud...

Import Bank Statements into Xero for Visa Application

Convert bank statement PDFs for visa application and import into Xero. Market leader in UK cloud acc...

Import Bank Statements into Xero for Self-Assessment Tax Return

Convert bank statement PDFs for self-assessment tax return and import into Xero. Market leader in UK...