Tide Statements + Consultants Workflow
As consultant, you regularly handle Tide bank statements. Consultants managing multiple client engagements need to track retainers, milestone payments, travel expenses, and subcontractor costs across accounts.
BankScan AI: Tide to Excel for Consultants
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 your bank statements to structured spreadsheets to match client payments, track project expenses, and prepare invoices and tax returns efficiently.
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 Consultants Handle Tide Statements
When working with Tide statements, consultants need to Consultants invoice clients on retainer, milestone, or time-and-materials bases, then reconcile bank statements to verify payments received. They track project-specific expenses including travel, acco
Key terms you'll encounter: retainer, day rate, scope creep, utilisation rate, engagement letter.
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 consultants workflow
Download Excel ready for Xero, FreeAgent or direct analysis.
Tide + Consultants Features
- Invoice references are — automatically matched to incoming payments
- Expense categories are — assigned to each transaction for bookkeeping
- Built for Consultants — Saves 1-2 hours per month on client payment reconciliation and expense tracking across multiple concurrent engagements
- Software compatible — Output works directly with Xero, FreeAgent, Harvest
Convert Tide Statements — Built for Consultants
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