Starling → QBO for Financial Advisors (IFAs)
As financial advisor, you need Starling bank statements in QBO 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 QBO
Parses Starling's DD/MM/YYYY, extracts all transactions, outputs QBO (.qbo).
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 + QBO + Financial Advisors (IFAs)
- Starling expertise — Handles DD/MM/YYYY and single Amount column with +/- signs, merchant categories, and running balance
- QBO output — QuickBooks recognises QBO files natively — double-click to import. Transactions land directly in the bank reconciliation queue with payee names and amounts pre-populated.
- 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 QBO — For Financial Advisors (IFAs)
Handles DD/MM/YYYY, outputs perfect QBO. Free tier available.
Convert Starling to QBO Free