PNC → QBO for Financial Advisors (IFAs)
As financial advisor, you need PNC bank statements in QBO 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 QBO
Parses PNC's MM/DD, extracts all transactions, outputs QBO (.qbo).
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 + QBO + 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
- QBO output — QuickBooks recognises QBO files natively — double-click to import. Transactions land directly in the bank reconciliation queue with payee names and amounts pre-populated.
- 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 QBO — For Financial Advisors (IFAs)
Handles MM/DD, outputs perfect QBO. Free tier available.
Convert PNC to QBO Free