99%+Accuracy
30sPer Statement
40+Banks Supported
FreeTier Available
Lloyds → Google Sheets for Financial Advisors (IFAs)
As financial advisor, you need Lloyds bank statements in Google Sheets format. Lloyds PDF statements use a consistent column layout, but multi-page statements sometimes split transactions across page breaks. BankScan AI handles the conversion — DD MMM YY, single Payment/Receipt column with type indicators and running balance, and all.
How It Works
1
Upload Lloyds PDF
Drop your Lloyds statement PDF. Supports PDF.
2
AI converts to Google Sheets
Parses Lloyds's DD MMM YY, extracts all transactions, outputs Google Sheets (cloud format).
3
Use in your financial advisors (ifas) work
Download and use with Intelliflo, CashCalc. Convert client bank statements to Excel for quick financial analysis, cashflow modelling, and wealth planning presentations.
Lloyds + Google Sheets + Financial Advisors (IFAs)
- Lloyds expertise — Handles DD MMM YY and single Payment/Receipt column with type indicators and running balance
- Google Sheets output — Real-time collaboration, comment threads on specific transactions, version history, and the ability to share with clients via a simple link without email attachments.
- Built for financial advisors (ifas) — Saves 30-45 minutes per client fact-find on income and expenditure analysis, with annual reviews completed 20-30 minutes faster per client
Lloyds to Google Sheets — For Financial Advisors (IFAs)
Handles DD MMM YY, outputs perfect Google Sheets. Free tier available.
Convert Lloyds to Google Sheets FreeFrequently Asked Questions
Can I convert Lloyds to Google Sheets?
Yes. BankScan AI converts Lloyds PDFs to Google Sheets with DD MMM YY and all transaction details preserved. BankScan AI creates a shareable Google Sheet with view-only permissions by default. The sheet includes formatted headers, frozen top row, and auto-filters enabled.
Is Google Sheets right for financial advisors (ifas)?
Teams collaborating on bank reconciliation, accountants sharing working papers with clients, and remote workers who need cloud access to converted statements Financial Advisors (IFAs) particularly benefit from Real-time collaboration, comment threads on specific transactions, version history, and the ability to share with clients via a simple link without email attachments..
How accurate is the conversion?
BankScan AI achieves 99%+ accuracy on Lloyds statements, handling Transactions split across page breaks lose their date on the continuation page, standing order descriptions are truncated to 18 characters, and the balance brought forward row can be mistaken for a transaction automatically.