Tide Statements + Attorneys Workflow
As an attorney, you regularly handle Tide bank statements. Attorneys handling divorce, bankruptcy, personal injury, and business litigation cases need to analyze bank statements for financial discovery and evidence preparation.
BankScan AI: Tide to Excel for Attorneys
BankScan AI converts Tide statements to Excel automatically — handling DD/MM/YYYY and single Amount column with category tags, invoice references, and running balance. Convert client and opposing party bank statements to searchable Excel spreadsheets for faster discovery review, asset tracing, and litigation support.
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 Attorneys Handle Tide Statements
When working with Tide statements, attorneys need to Attorneys receive bank statements during discovery in litigation, review them for asset tracing in divorce and bankruptcy cases, analyze financial evidence in fraud and embezzlement matters, and manag
Key terms you'll encounter: IOLTA trust account, discovery production, asset tracing, three-way reconciliation, forensic analysis.
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 attorneys workflow
Download Excel ready for Clio, MyCase or direct analysis.
Tide + Attorneys Features
- Invoice references are — automatically matched to incoming payments
- Expense categories are — assigned to each transaction for bookkeeping
- Built for Attorneys — Saves 2-4 hours per case on financial discovery analysis, with complex asset tracing cases saving a full day or more of manual statement review
- Software compatible — Output works directly with Clio, MyCase, QuickBooks for Lawyers
Convert Tide Statements — Built for Attorneys
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