PNC → Google Sheets for Financial Advisors (IFAs)
As financial advisor, you need PNC bank statements in Google Sheets format. PNC Bank statements include Virtual Wallet categories and spending insights. BankScan AI extracts the core transaction data while filtering PNC's analytics sections. BankScan AI handles the conversion — MM/DD, multi-section layout with separate Deposits, Electronic Payments, Checks, and ATM/Debit Card sections, plus Virtual Wallet spending analytics, and all.
How It Works
Upload PNC PDF
Drop your PNC statement PDF. Supports PDF.
AI converts to Google Sheets
Parses PNC's MM/DD, 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.
PNC + Google Sheets + Financial Advisors (IFAs)
- PNC expertise — Handles MM/DD and multi-section layout with separate Deposits, Electronic Payments, Checks, and ATM/Debit Card sections, plus Virtual Wallet spending analytics
- 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
PNC to Google Sheets — For Financial Advisors (IFAs)
Handles MM/DD, outputs perfect Google Sheets. Free tier available.
Convert PNC to Google Sheets Free