Nationwide → Google Sheets for Enrolled Agents
As an enrolled agent, you need Nationwide bank statements in Google Sheets 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 Google Sheets
Parses Nationwide's DD MMM YYYY, extracts all transactions, outputs Google Sheets (cloud format).
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.
Nationwide + Google Sheets + Enrolled Agents
- Nationwide expertise — Handles DD MMM YYYY and single Payments and Receipts column with transaction type codes and running balance
- 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 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
Nationwide to Google Sheets — For Enrolled Agents
Handles DD MMM YYYY, outputs perfect Google Sheets. Free tier available.
Convert Nationwide to Google Sheets Free