99%+Accuracy
30sPer Statement
40+Banks Supported
FreeTier Available
Tide → Excel for Enrolled Agents
As an enrolled agent, you need Tide bank statements in Excel 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
1
Upload Tide PDF
Drop your Tide statement PDF. Supports PDF, CSV.
2
AI converts to Excel
Parses Tide's DD/MM/YYYY, extracts all transactions, outputs Excel (.xlsx).
3
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 + Excel + Enrolled Agents
- Tide expertise — Handles DD/MM/YYYY and single Amount column with category tags, invoice references, and running balance
- Excel output — Supports multiple sheets per workbook, conditional formatting for flagging large transactions, and embedded formulas for running balance verification.
- 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 Excel — For Enrolled Agents
Handles DD/MM/YYYY, outputs perfect Excel. Free tier available.
Convert Tide to Excel FreeFrequently Asked Questions
Can I convert Tide to Excel?
Yes. BankScan AI converts Tide PDFs to Excel with DD/MM/YYYY and all transaction details preserved. BankScan AI outputs .xlsx files with formatted headers, auto-sized columns, date cells (not text), and numeric amounts — so SUM, VLOOKUP, and pivot tables work immediately without reformatting.
Is Excel right for enrolled agents?
Accountants doing manual analysis, auditors sampling transactions, and anyone who needs to manipulate data with formulas or charts Enrolled Agents particularly benefit from Supports multiple sheets per workbook, conditional formatting for flagging large transactions, and embedded formulas for running balance verification..
How accurate is the conversion?
BankScan AI achieves 99%+ accuracy on Tide statements, handling 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 automatically.