Nationwide → CSV for Financial Advisors (IFAs)
As financial advisor, you need Nationwide bank statements in CSV format. Nationwide statements include both current account and savings in a single PDF, which BankScan AI separates automatically. BankScan AI handles the conversion — DD MMM YYYY, single Payments and Receipts column with transaction type codes and running balance, and all.
How It Works
Upload Nationwide PDF
Drop your Nationwide statement PDF. Supports PDF.
AI converts to CSV
Parses Nationwide's DD MMM YYYY, extracts all transactions, outputs CSV (.csv).
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.
Nationwide + CSV + Financial Advisors (IFAs)
- Nationwide expertise — Handles DD MMM YYYY and single Payments and Receipts column with transaction type codes and running balance
- CSV output — Smallest file size, opens in any text editor, and is the most widely accepted import format across all accounting platforms worldwide.
- 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
Nationwide to CSV — For Financial Advisors (IFAs)
Handles DD MMM YYYY, outputs perfect CSV. Free tier available.
Convert Nationwide to CSV Free