Metro Bank → Google Sheets for Financial Advisors (IFAs)
As financial advisor, you need Metro Bank bank statements in Google Sheets format. Metro Bank statements use a straightforward layout. BankScan AI converts them cleanly with full transaction detail preserved. BankScan AI handles the conversion — DD/MM/YYYY, two-column Payments In and Payments Out with running balance on the far right, and all.
How It Works
Upload Metro Bank PDF
Drop your Metro Bank statement PDF. Supports PDF.
AI converts to Google Sheets
Parses Metro Bank's DD/MM/YYYY, extracts all transactions, outputs Google Sheets (cloud format).
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.
Metro Bank + Google Sheets + Financial Advisors (IFAs)
- Metro Bank expertise — Handles DD/MM/YYYY and two-column Payments In and Payments Out with running balance on the far right
- 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
Metro Bank to Google Sheets — For Financial Advisors (IFAs)
Handles DD/MM/YYYY, outputs perfect Google Sheets. Free tier available.
Convert Metro Bank to Google Sheets Free