Marcus Statements + Architects Workflow
As an architect, you regularly handle Marcus bank statements. Architects bill in stages against project milestones, manage professional indemnity costs, and track expenses across multiple projects simultaneously.
BankScan AI: Marcus to Excel for Architects
BankScan AI converts Marcus statements to Excel automatically — handling MM/DD/YYYY and savings-focused format with Date, Description, Amount, and Balance columns, plus detailed APY and interest accrual summary. Convert your bank statements to structured spreadsheets to match stage payments against projects, track professional fees, and prepare for your accountant.
About Marcus Statement Format
Marcus savings and checking statements include APY calculations and interest details. BankScan AI extracts transaction data and interest accrual information.
Marcus Statement Quirks
Marcus uses MM/DD/YYYY with savings-focused format with Date, Description, Amount, and Balance columns, plus detailed APY and interest accrual summary. Common issues: Interest accrual detail rows can be confused with regular transactions, the savings-only focus means most transactions are transfers in/out rather than purchases, and Goldman Sachs Bank USA appears as the legal entity name which differs from the Marcus consumer brand. BankScan AI handles all of these automatically.
How Architects Handle Marcus Statements
When working with Marcus statements, architects need to Architects invoice clients at RIBA work stages (concept, developed design, technical design, construction), then reconcile bank statements to verify payments received against each project. They track
Key terms you'll encounter: RIBA work stages, stage payment, fee proposal, professional indemnity, project budget.
How It Works
Upload Marcus statement
Drag and drop your Marcus PDF. Supports PDF. Our AI handles MM/DD/YYYY automatically.
AI parses the statement
Our AI understands Marcus's savings-focused format with Date, Description, Amount, and Balance columns, plus detailed APY and interest accrual summary and extracts every transaction with 99%+ accuracy.
Use in your architects workflow
Download Excel ready for Xero, FreeAgent or direct analysis.
Marcus + Architects Features
- APY and interest — rate details are prominently displayed with daily accrual calculations
- Goldman Sachs Bank — USA appears as the legal entity on statement headers
- Built for Architects — Saves 1-2 hours per month on project payment tracking and expense allocation across concurrent projects for a typical small practice
- Software compatible — Output works directly with Xero, FreeAgent, Harvest
Convert Marcus Statements — Built for Architects
Handles MM/DD/YYYY dates, savings-focused format with Date, Description, Amount, and Balance columns, plus detailed APY and interest accrual summary, and PDF formats automatically.
Convert Marcus Statements Free