Starling Statements + Financial Advisors (IFAs) Workflow
As financial advisor, you regularly handle Starling bank statements. Independent financial advisors reviewing client finances need to analyse bank statements to understand spending patterns, income, and savings capacity.
BankScan AI: Starling to Excel for Financial Advisors (IFAs)
BankScan AI converts Starling statements to Excel automatically — handling DD/MM/YYYY and single Amount column with +/- signs, merchant categories, and running balance. Convert client bank statements to Excel for quick financial analysis, cashflow modelling, and wealth planning presentations.
About Starling Statement Format
Starling Bank statements have a modern layout with merchant categories, which BankScan AI preserves during conversion.
Starling Statement Quirks
Starling uses DD/MM/YYYY with single Amount column with +/- signs, merchant categories, and running balance. Common issues: Multi-currency transactions show both original and GBP amounts in the same row, round-up savings appear as separate micro-transactions, and business expense categories add extra text to descriptions. BankScan AI handles all of these automatically.
How Financial Advisors (IFAs) Handle Starling Statements
When working with Starling 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 Starling statement
Drag and drop your Starling PDF. Supports PDF, CSV. Our AI handles DD/MM/YYYY automatically.
AI parses the statement
Our AI understands Starling's single Amount column with +/- signs, merchant categories, and running balance and extracts every transaction with 99%+ accuracy.
Use in your financial advisors (ifas) workflow
Download Excel ready for Intelliflo, CashCalc or direct analysis.
Starling + Financial Advisors (IFAs) Features
- Merchant categories and — spending insights are embedded in the statement layout
- Spaces (savings goals) — transfers are listed with the Space name in the description
- 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 Starling Statements — Built for Financial Advisors (IFAs)
Handles DD/MM/YYYY dates, single Amount column with +/- signs, merchant categories, and running balance, and PDF, CSV formats automatically.
Convert Starling Statements Free