Tradespeople (Plumbers, Electricians) + Investor Reporting: The Challenge
As tradesperson, preparing bank statements for investor reporting is a common but time-consuming task. Investors and VCs request bank statements during due diligence and ongoing reporting. Presenting raw PDF statements looks unprofessional and slows the process.
How BankScan AI Helps Tradespeople (Plumbers, Electricians) with Investor Reporting
Convert your bank statements to Excel to track job payments, match material purchases, and get your books ready for self-assessment without hours of data entry. For investor reporting specifically, BankScan AI extracts Monthly burn rate, cash runway in months, revenue growth trajectory, customer co automatically.
How Tradespeople (Plumbers, Electricians) Handle Investor Reporting
When preparing bank statements for investor reporting, tradespeople (plumbers, electricians) need to Tradespeople receive customer payments via bank transfer, cash, or card, purchase materials from builders' merchants and wholesalers, pay for van fuel. BankScan AI automates the data extraction step.
Key terms you'll encounter: day rate, materials markup, call-out charge, retention.
How It Works
Upload bank statement PDFs
Supports all major banks. Upload 12-24 months for due diligence; monthly or quarterly for ongoing investor reporting and board updates of statements for investor reporting.
AI extracts what you need
Our AI extracts Monthly burn rate, cash runway in months, revenue growth tra — formatted for tradespeople (plumbers, electricians) workflows.
Complete your investor reporting work
Download Excel files ready for investor reporting. Clean monthly summary with MRR/ARR reconciliation against bank deposits, burn rate trend, and cash runway calculation; presentation-ready for board decks
Supported Banks
BankScan AI works with all major UK and US banks, including:
Features for Tradespeople (Plumbers, Electricians) — Investor Reporting
- Built for Tradespeople (Plumbers, Electricians) — Saves 2-3 hours per month on expense categorisation and receipt matching, with year-end self-assessment preparation reduced from a full day to under 2 hours
- Software compatible — Output works directly with QuickBooks Self-Employed, FreeAgent, Excel
- Built for Investor Reporting — Convert your bank statements to clean Excel spreadsheets for professional investor reporting, burn rate analysis, and due diligence document preparation.
- Key data extracted — Monthly burn rate, cash runway in months, revenue growth trajectory, customer concentration risk, related party transactions, founder salary and expenses
Compliance: Tradespeople (Plumbers, Electricians) + Investor Reporting
When tradespeople (plumbers, electricians) prepare bank statements for investor reporting, specific compliance requirements apply.
- Self-employed tradespeople must register with HMRC and file self-assessment returns. CIS applies if working as a subcontractor in construction. Gas Safe registration (gas engineers), NICEIC/NAPIT (electricians), and other trade body memberships have costs that must be tracked. VAT registration is required above the threshold.
- Legal basis: Companies Act 2006 section 431 (right of shareholders to inspect accounts); EIS/SEIS compliance requirements under ITA 2007 for tax-advantaged investors
Investor Reporting — Built for Tradespeople (Plumbers, Electricians)
Due diligence typically runs 4-8 weeks with a tight data room deadline; ongoing investor reports are usually expected within 15 days of month-end
Try Free — Tradespeople (Plumbers, Electricians) + Investor Reporting