PayPal → CSV for Financial Advisors (IFAs)
As financial advisor, you need PayPal bank statements in CSV format. PayPal statements include a mix of payments, refunds, fees, and currency conversions. BankScan AI separates transaction types and preserves fee details. BankScan AI handles the conversion — DD/MM/YYYY HH:MM:SS, multi-row layout where each transaction shows Gross, Fee, and Net amounts on separate lines with running balance, and all.
How It Works
Upload PayPal PDF
Drop your PayPal statement PDF. Supports PDF, CSV.
AI converts to CSV
Parses PayPal's DD/MM/YYYY HH:MM:SS, 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.
PayPal + CSV + Financial Advisors (IFAs)
- PayPal expertise — Handles DD/MM/YYYY HH:MM:SS and multi-row layout where each transaction shows Gross, Fee, and Net amounts on separate lines with 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
PayPal to CSV — For Financial Advisors (IFAs)
Handles DD/MM/YYYY HH:MM:SS, outputs perfect CSV. Free tier available.
Convert PayPal to CSV Free