Marcus → Excel for Enrolled Agents
As an enrolled agent, you need Marcus bank statements in Excel format. Marcus savings and checking statements include APY calculations and interest details. BankScan AI extracts transaction data and interest accrual information. BankScan AI handles the conversion — MM/DD/YYYY, savings-focused format with Date, Description, Amount, and Balance columns, plus detailed APY and interest accrual summary, and all.
How It Works
Upload Marcus PDF
Drop your Marcus statement PDF. Supports PDF.
AI converts to Excel
Parses Marcus's MM/DD/YYYY, extracts all transactions, outputs Excel (.xlsx).
Use in your enrolled agents work
Download and use with Drake Tax, Lacerte. Batch-convert client bank statements to Excel for fast income verification, deduction substantiation, and IRS examination responses.
Marcus + Excel + Enrolled Agents
- Marcus expertise — Handles MM/DD/YYYY and savings-focused format with Date, Description, Amount, and Balance columns, plus detailed APY and interest accrual summary
- Excel output — Supports multiple sheets per workbook, conditional formatting for flagging large transactions, and embedded formulas for running balance verification.
- Built for enrolled agents — Saves 1-2 hours per IRS examination response on bank statement analysis, plus 20-30 minutes per tax return during filing season on income verification
Marcus to Excel — For Enrolled Agents
Handles MM/DD/YYYY, outputs perfect Excel. Free tier available.
Convert Marcus to Excel Free