Revolut → Google Sheets for Financial Advisors (IFAs)
As financial advisor, you need Revolut bank statements in Google Sheets format. Revolut statements include multi-currency transactions. BankScan AI preserves the original currency and exchange rate columns. BankScan AI handles the conversion — DD MMM YYYY, single Amount column with currency code prefix, exchange rate details, and running balance per currency, and all.
How It Works
Upload Revolut PDF
Drop your Revolut statement PDF. Supports PDF, CSV.
AI converts to Google Sheets
Parses Revolut's DD MMM YYYY, 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.
Revolut + Google Sheets + Financial Advisors (IFAs)
- Revolut expertise — Handles DD MMM YYYY and single Amount column with currency code prefix, exchange rate details, and running balance per currency
- 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
Revolut to Google Sheets — For Financial Advisors (IFAs)
Handles DD MMM YYYY, outputs perfect Google Sheets. Free tier available.
Convert Revolut to Google Sheets Free