99%+Accuracy
30sPer Statement
40+Banks Supported
FreeTier Available
RBS → Excel for Financial Advisors (IFAs)
As financial advisor, you need RBS bank statements in Excel format. RBS statements share a similar format to NatWest. BankScan AI handles both with the same high accuracy. BankScan AI handles the conversion — DD/MM/YYYY, separate Paid In and Paid Out columns matching NatWest's layout with minor header differences, and all.
How It Works
1
Upload RBS PDF
Drop your RBS statement PDF. Supports PDF.
2
AI converts to Excel
Parses RBS's DD/MM/YYYY, extracts all transactions, outputs Excel (.xlsx).
3
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.
RBS + Excel + Financial Advisors (IFAs)
- RBS expertise — Handles DD/MM/YYYY and separate Paid In and Paid Out columns matching NatWest's layout with minor header differences
- Excel output — Supports multiple sheets per workbook, conditional formatting for flagging large transactions, and embedded formulas for running balance verification.
- 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
RBS to Excel — For Financial Advisors (IFAs)
Handles DD/MM/YYYY, outputs perfect Excel. Free tier available.
Convert RBS to Excel FreeFrequently Asked Questions
Can I convert RBS to Excel?
Yes. BankScan AI converts RBS PDFs to Excel with DD/MM/YYYY and all transaction details preserved. BankScan AI outputs .xlsx files with formatted headers, auto-sized columns, date cells (not text), and numeric amounts — so SUM, VLOOKUP, and pivot tables work immediately without reformatting.
Is Excel right for financial advisors (ifas)?
Accountants doing manual analysis, auditors sampling transactions, and anyone who needs to manipulate data with formulas or charts Financial Advisors (IFAs) particularly benefit from Supports multiple sheets per workbook, conditional formatting for flagging large transactions, and embedded formulas for running balance verification..
How accurate is the conversion?
BankScan AI achieves 99%+ accuracy on RBS statements, handling Scottish pound references can appear in international transaction descriptions, legacy RBS formats from before the NatWest Group rebrand have different headers, and commercial banking statements use wider column spacing than personal ones automatically.