Stripe → Excel for Financial Advisors (IFAs)
As financial advisor, you need Stripe bank statements in Excel format. Stripe payout statements list individual charges, refunds, and fees per payout batch. BankScan AI expands payout summaries into line-by-line transaction detail. BankScan AI handles the conversion — YYYY-MM-DD, payout-centric layout listing individual charges, refunds, fees, and adjustments grouped by payout batch with net settlement amount, and all.
How It Works
Upload Stripe PDF
Drop your Stripe statement PDF. Supports PDF, CSV.
AI converts to Excel
Parses Stripe's YYYY-MM-DD, extracts all transactions, outputs Excel (.xlsx).
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.
Stripe + Excel + Financial Advisors (IFAs)
- Stripe expertise — Handles YYYY-MM-DD and payout-centric layout listing individual charges, refunds, fees, and adjustments grouped by payout batch with net settlement amount
- Excel output — Supports multiple sheets per workbook, conditional formatting for flagging large transactions, and embedded formulas for running balance verification.
- 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
Stripe to Excel — For Financial Advisors (IFAs)
Handles YYYY-MM-DD, outputs perfect Excel. Free tier available.
Convert Stripe to Excel Free