TaxCalc + Investor Reporting: Complete Workflow
Preparing for investor reporting and using TaxCalc? Investors and VCs request bank statements during due diligence and ongoing reporting. Presenting raw PDF statements looks unprofessional and slows the process. BankScan AI bridges the gap between your bank's PDF statements and TaxCalc's import feature.
BankScan AI → TaxCalc for Investor Reporting
Convert bank statement PDFs to CSV formatted for TaxCalc import. Convert your bank statements to clean Excel spreadsheets for professional investor reporting, burn rate analysis, and due diligence document preparation.
How It Works
Upload your bank statement PDF
Supports all major banks. Upload 12-24 months for due diligence; monthly or quarterly for ongoing investor reporting and board updates of statements.
AI formats for TaxCalc
Output as CSV with N/A — TaxCalc is tax compliance software, not bookkeeping. Use BankScan AI's Excel output as a working paper alongside TaxCalc. — dates in DD/MM/YYYY (for reference; no direct import).
Import and use for investor reporting
Upload into TaxCalc and use the reconciled data for investor reporting.
Supported Banks
BankScan AI works with all major UK and US banks, including:
TaxCalc + Investor Reporting Features
- TaxCalc ready — Output formatted as CSV matching TaxCalc's expected column structure
- Smart integration — TaxCalc's SimpleStep mode walks users through each tax return box — having BankScan AI's categorised bank data open alongside makes completion significantly faster.
- Built for Investor Reporting — Convert your bank statements to clean Excel spreadsheets for professional investor reporting, burn rate analysis, and due diligence document preparation.
Import for Investor Reporting into TaxCalc
After converting your bank statements for investor reporting:
- TaxCalc doesn't have direct bank import — use BankScan AI to convert PDFs to CSV, then reference the spreadsheet data when completing income and expense boxes in TaxCalc
Common Import Issues
No direct import — common mistake is trying to import CSV into TaxCalc. Instead, use the spreadsheet as a reference document for completing tax return boxes.
TaxCalc Import for Investor Reporting
Due diligence typically runs 4-8 weeks with a tight data room deadline; ongoing investor reports are usually expected within 15 days of month-end
Convert for TaxCalc + Investor Reporting