Tide Statements + Solicitors Workflow
As solicitor, you regularly handle Tide bank statements. Solicitors reviewing financial disclosure in divorce, fraud, or commercial cases need to analyse bank statements quickly and accurately.
BankScan AI: Tide to Excel for Solicitors
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 third-party bank statements to searchable, sortable Excel spreadsheets for faster case analysis and evidence preparation.
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 Solicitors Handle Tide Statements
When working with Tide statements, solicitors need to Solicitors receive bank statements as part of financial disclosure in family, fraud, or commercial litigation. They review statements to trace assets, verify income claims, identify suspicious transac
Key terms you'll encounter: financial disclosure, Form E, asset tracing, client account reconciliation, Scott schedule.
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 solicitors workflow
Download Excel ready for Clio, LEAP Legal Software or direct analysis.
Tide + Solicitors Features
- Invoice references are — automatically matched to incoming payments
- Expense categories are — assigned to each transaction for bookkeeping
- Built for Solicitors — Saves 1-2 hours per case on financial disclosure analysis, with complex matrimonial cases saving up to 4 hours per set of statements
- Software compatible — Output works directly with Clio, LEAP Legal Software, PracticeEvolve
Convert Tide Statements — Built for Solicitors
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