TSB Statements + Consultants Workflow
As consultant, you regularly handle TSB bank statements. Consultants managing multiple client engagements need to track retainers, milestone payments, travel expenses, and subcontractor costs across accounts.
BankScan AI: TSB to Excel for Consultants
BankScan AI converts TSB statements to Excel automatically — handling DD MMM YY and single column with Type indicators, payment/receipt amounts, and running balance. Convert your bank statements to structured spreadsheets to match client payments, track project expenses, and prepare invoices and tax returns efficiently.
About TSB Statement Format
TSB statements are formatted similarly to Lloyds. BankScan AI recognises the layout and applies the correct parsing rules.
TSB Statement Quirks
TSB uses DD MMM YY with single column with Type indicators, payment/receipt amounts, and running balance. Common issues: TSB Spend & Save cashback rewards appear as credit entries without a clear merchant description, the fraud refund guarantee entries use a unique format, and statements from the 2018 IT migration period may have duplicate or missing transactions. BankScan AI handles all of these automatically.
How Consultants Handle TSB Statements
When working with TSB statements, consultants need to Consultants invoice clients on retainer, milestone, or time-and-materials bases, then reconcile bank statements to verify payments received. They track project-specific expenses including travel, acco
Key terms you'll encounter: retainer, day rate, scope creep, utilisation rate, engagement letter.
How It Works
Upload TSB statement
Drag and drop your TSB PDF. Supports PDF. Our AI handles DD MMM YY automatically.
AI parses the statement
Our AI understands TSB's single column with Type indicators, payment/receipt amounts, and running balance and extracts every transaction with 99%+ accuracy.
Use in your consultants workflow
Download Excel ready for Xero, FreeAgent or direct analysis.
TSB + Consultants Features
- Spend & Save — account cashback entries appear as monthly credit transactions
- TSB Fraud Refund — Guarantee reversal entries have a distinctive format
- Built for Consultants — Saves 1-2 hours per month on client payment reconciliation and expense tracking across multiple concurrent engagements
- Software compatible — Output works directly with Xero, FreeAgent, Harvest
Convert TSB Statements — Built for Consultants
Handles DD MMM YY dates, single column with Type indicators, payment/receipt amounts, and running balance, and PDF formats automatically.
Convert TSB Statements Free