Santander → Google Sheets for Financial Advisors (IFAs)
As financial advisor, you need Santander bank statements in Google Sheets format. Santander UK statements use a two-column debit/credit layout that requires careful parsing to maintain accuracy. BankScan AI handles the conversion — DD/MM/YYYY, two-column debit/credit layout with separate Payments and Receipts columns, and all.
How It Works
Upload Santander PDF
Drop your Santander statement PDF. Supports PDF.
AI converts to Google Sheets
Parses Santander's DD/MM/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.
Santander + Google Sheets + Financial Advisors (IFAs)
- Santander expertise — Handles DD/MM/YYYY and two-column debit/credit layout with separate Payments and Receipts columns
- 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
Santander to Google Sheets — For Financial Advisors (IFAs)
Handles DD/MM/YYYY, outputs perfect Google Sheets. Free tier available.
Convert Santander to Google Sheets Free