Revolut Statements + Financial Advisors (IFAs) Workflow
As financial advisor, you regularly handle Revolut bank statements. Independent financial advisors reviewing client finances need to analyse bank statements to understand spending patterns, income, and savings capacity.
BankScan AI: Revolut to Excel for Financial Advisors (IFAs)
BankScan AI converts Revolut statements to Excel automatically — handling DD MMM YYYY and single Amount column with currency code prefix, exchange rate details, and running balance per currency. Convert client bank statements to Excel for quick financial analysis, cashflow modelling, and wealth planning presentations.
About Revolut Statement Format
Revolut statements include multi-currency transactions. BankScan AI preserves the original currency and exchange rate columns.
Revolut Statement Quirks
Revolut uses DD MMM YYYY with single Amount column with currency code prefix, exchange rate details, and running balance per currency. Common issues: Multi-currency accounts generate separate transaction lists per currency that must be consolidated, vault savings transfers inflate transaction counts, and fee-free ATM withdrawal limits create separate fee lines when exceeded. BankScan AI handles all of these automatically.
How Financial Advisors (IFAs) Handle Revolut Statements
When working with Revolut statements, financial advisors (ifas) need to IFAs request bank statements during fact-find meetings to assess client income, expenditure patterns, existing commitments, and savings capacity. They analyse statements to build cashflow models, iden
Key terms you'll encounter: fact-find, suitability report, attitude to risk, capacity for loss, income and expenditure analysis.
How It Works
Upload Revolut statement
Drag and drop your Revolut PDF. Supports PDF, CSV. Our AI handles DD MMM YYYY automatically.
AI parses the statement
Our AI understands Revolut's single Amount column with currency code prefix, exchange rate details, and running balance per currency and extracts every transaction with 99%+ accuracy.
Use in your financial advisors (ifas) workflow
Download Excel ready for Intelliflo, CashCalc or direct analysis.
Revolut + Financial Advisors (IFAs) Features
- Each transaction shows — the original currency amount and the GBP equivalent with the exchange rate used
- Vault transfers (savings) — appear as paired debit/credit entries
- 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
- Software compatible — Output works directly with Intelliflo, CashCalc, Excel
Convert Revolut Statements — Built for Financial Advisors (IFAs)
Handles DD MMM YYYY dates, single Amount column with currency code prefix, exchange rate details, and running balance per currency, and PDF, CSV formats automatically.
Convert Revolut Statements Free