Tide → CSV for Enrolled Agents
As an enrolled agent, you need Tide bank statements in CSV format. Tide business account statements include invoice references and categories that BankScan AI maps to your bookkeeping codes. BankScan AI handles the conversion — DD/MM/YYYY, single Amount column with category tags, invoice references, and running balance, and all.
How It Works
Upload Tide PDF
Drop your Tide statement PDF. Supports PDF, CSV.
AI converts to CSV
Parses Tide's DD/MM/YYYY, extracts all transactions, outputs CSV (.csv).
Use in your enrolled agents work
Download and use with Drake Tax, Lacerte. Batch-convert client bank statements to Excel for fast income verification, deduction substantiation, and IRS examination responses.
Tide + CSV + Enrolled Agents
- Tide expertise — Handles DD/MM/YYYY and single Amount column with category tags, invoice references, and running balance
- CSV output — Smallest file size, opens in any text editor, and is the most widely accepted import format across all accounting platforms worldwide.
- Built for enrolled agents — Saves 1-2 hours per IRS examination response on bank statement analysis, plus 20-30 minutes per tax return during filing season on income verification
Tide to CSV — For Enrolled Agents
Handles DD/MM/YYYY, outputs perfect CSV. Free tier available.
Convert Tide to CSV Free