Tide Statements + Accountants Workflow
As an accountant, you regularly handle Tide bank statements. Accountants spend hours manually entering client bank statements into bookkeeping software. With hundreds of transactions per client per month, this is the single biggest time drain in practice.
BankScan AI: Tide to Excel for Accountants
BankScan AI converts Tide statements to Excel automatically — handling DD/MM/YYYY and single Amount column with category tags, invoice references, and running balance. BankScan AI lets you drag-and-drop any client's bank statement PDF and get a formatted Excel spreadsheet in seconds — ready to import into Xero, QuickBooks, or Sage.
About Tide Statement Format
Tide business account statements include invoice references and categories that BankScan AI maps to your bookkeeping codes.
Tide Statement Quirks
Tide uses DD/MM/YYYY with single Amount column with category tags, invoice references, and running balance. Common issues: Automated invoice matching creates linked transaction references that add extra text to descriptions, expense category tags can fragment the description column, and multi-company account statements from the same login need to be separated. BankScan AI handles all of these automatically.
How Accountants Handle Tide Statements
When working with Tide statements, accountants need to Accountants typically receive client bank statements monthly, reconcile them against purchase and sales ledgers, post adjusting entries, and prepare management accounts. During year-end, they batch-pr
Key terms you'll encounter: nominal ledger, bank reconciliation, trial balance, management accounts, year-end adjustments.
How It Works
Upload Tide statement
Drag and drop your Tide PDF. Supports PDF, CSV. Our AI handles DD/MM/YYYY automatically.
AI parses the statement
Our AI understands Tide's single Amount column with category tags, invoice references, and running balance and extracts every transaction with 99%+ accuracy.
Use in your accountants workflow
Download Excel ready for Xero, Sage or direct analysis.
Tide + Accountants Features
- Invoice references are — automatically matched to incoming payments
- Expense categories are — assigned to each transaction for bookkeeping
- Built for Accountants — Saves an average of 45 minutes per client per month on bank reconciliation, or 6+ hours per week for a typical practice with 30 clients
- Software compatible — Output works directly with Xero, Sage, QuickBooks
Convert Tide Statements — Built for Accountants
Handles DD/MM/YYYY dates, single Amount column with category tags, invoice references, and running balance, and PDF, CSV formats automatically.
Convert Tide Statements Free