99%+Accuracy
30sPer Statement
40+Banks Supported
FreeTier Available
Tide → Google Sheets for Financial Advisors (IFAs)
As financial advisor, you need Tide bank statements in Google Sheets 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 Google Sheets
Parses Tide's DD/MM/YYYY, extracts all transactions, outputs Google Sheets (cloud format).
3
Use in your financial advisors (ifas) work
Download and use with Intelliflo, CashCalc. Convert client bank statements to Excel for quick financial analysis, cashflow modelling, and wealth planning presentations.
Tide + Google Sheets + Financial Advisors (IFAs)
- Tide expertise — Handles DD/MM/YYYY and single Amount column with category tags, invoice references, and running balance
- Google Sheets output — Real-time collaboration, comment threads on specific transactions, version history, and the ability to share with clients via a simple link without email attachments.
- Built for financial advisors (ifas) — Saves 30-45 minutes per client fact-find on income and expenditure analysis, with annual reviews completed 20-30 minutes faster per client
Tide to Google Sheets — For Financial Advisors (IFAs)
Handles DD/MM/YYYY, outputs perfect Google Sheets. Free tier available.
Convert Tide to Google Sheets FreeFrequently Asked Questions
Can I convert Tide to Google Sheets?
Yes. BankScan AI converts Tide PDFs to Google Sheets with DD/MM/YYYY and all transaction details preserved. BankScan AI creates a shareable Google Sheet with view-only permissions by default. The sheet includes formatted headers, frozen top row, and auto-filters enabled.
Is Google Sheets right for financial advisors (ifas)?
Teams collaborating on bank reconciliation, accountants sharing working papers with clients, and remote workers who need cloud access to converted statements Financial Advisors (IFAs) particularly benefit from Real-time collaboration, comment threads on specific transactions, version history, and the ability to share with clients via a simple link without email attachments..
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.