Starling → CSV for Financial Advisors (IFAs)
As financial advisor, you need Starling bank statements in CSV format. Starling Bank statements have a modern layout with merchant categories, which BankScan AI preserves during conversion. BankScan AI handles the conversion — DD/MM/YYYY, single Amount column with +/- signs, merchant categories, and running balance, and all.
How It Works
Upload Starling PDF
Drop your Starling statement PDF. Supports PDF, CSV.
AI converts to CSV
Parses Starling's DD/MM/YYYY, extracts all transactions, outputs CSV (.csv).
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.
Starling + CSV + Financial Advisors (IFAs)
- Starling expertise — Handles DD/MM/YYYY and single Amount column with +/- signs, merchant categories, and running balance
- CSV output — Smallest file size, opens in any text editor, and is the most widely accepted import format across all accounting platforms worldwide.
- 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
Starling to CSV — For Financial Advisors (IFAs)
Handles DD/MM/YYYY, outputs perfect CSV. Free tier available.
Convert Starling to CSV Free