Tide Statements + Mortgage Brokers Workflow
As mortgage broker, you regularly handle Tide bank statements. Mortgage brokers need to verify income and spending from bank statements when assessing affordability for lender applications.
BankScan AI: Tide to Excel for Mortgage Brokers
BankScan AI converts Tide statements to Excel automatically — handling DD/MM/YYYY and single Amount column with category tags, invoice references, and running balance. Instantly convert applicant bank statements to Excel to verify income, identify regular commitments, and prepare affordability summaries.
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 Mortgage Brokers Handle Tide Statements
When working with Tide statements, mortgage brokers need to Mortgage brokers request 3-6 months of bank statements from applicants, review them for regular income deposits, identify committed expenditure such as loans and subscriptions, flag gambling transacti
Key terms you'll encounter: affordability assessment, committed expenditure, income verification, debt-to-income ratio, source of deposit.
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 mortgage brokers workflow
Download Excel ready for Mortgage Brain, Twenty7Tec or direct analysis.
Tide + Mortgage Brokers Features
- Invoice references are — automatically matched to incoming payments
- Expense categories are — assigned to each transaction for bookkeeping
- Built for Mortgage Brokers — Saves 30-45 minutes per mortgage application on statement review, which adds up to 5+ hours per week during busy periods with 8-10 applications in progress
- Software compatible — Output works directly with Mortgage Brain, Twenty7Tec, Excel
Convert Tide Statements — Built for Mortgage Brokers
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