99%+Accuracy
30sPer Statement
40+Banks Supported
FreeTier Available
Tide → Excel for Tax Preparers
As tax preparer, 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 tax preparers work
Download and use with TurboTax Pro, Drake Tax. Convert client bank statements to organized Excel spreadsheets in seconds — verify W-2 income, find deductible expenses, and prepare returns faster during tax season.
Tide + Excel + Tax Preparers
- 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 tax preparers — Saves 15-20 minutes per return on income verification and expense identification, adding up to 8-12 hours per week during peak tax season
Tide to Excel — For Tax Preparers
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 tax preparers?
Accountants doing manual analysis, auditors sampling transactions, and anyone who needs to manipulate data with formulas or charts Tax Preparers 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.