Marcus → Google Sheets for Tax Advisors
As tax advisor, you need Marcus bank statements in Google Sheets 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 Google Sheets
Parses Marcus's MM/DD/YYYY, extracts all transactions, outputs Google Sheets (cloud format).
Use in your tax advisors work
Download and use with TaxCalc, Taxfiler. Batch-convert entire folders of bank statement PDFs into structured spreadsheets to speed up tax return preparation and HMRC enquiry responses.
Marcus + Google Sheets + Tax Advisors
- Marcus expertise — Handles MM/DD/YYYY and savings-focused format with Date, Description, Amount, and Balance columns, plus detailed APY and interest accrual summary
- 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 tax advisors — Saves 2-3 hours per complex self-assessment return during tax season, and up to 8 hours when responding to HMRC enquiries requiring multi-year statement analysis
Marcus to Google Sheets — For Tax Advisors
Handles MM/DD/YYYY, outputs perfect Google Sheets. Free tier available.
Convert Marcus to Google Sheets Free