TSB Statements + Estate Agents Workflow
As an estate agent, you regularly handle TSB bank statements. Estate agents manage client money accounts, commission income, and office expenses — all requiring careful reconciliation for compliance.
BankScan AI: TSB to Excel for Estate Agents
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 client money and office account statements to structured spreadsheets for faster reconciliation and compliance reporting.
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 Estate Agents Handle TSB Statements
When working with TSB statements, estate agents need to Estate agents reconcile client money accounts holding tenant deposits and rent, match commission income against completed property sales, and track office operating expenses. Client money accounts mus
Key terms you'll encounter: client money account, completion statement, exchange of contracts, CMP scheme, commission split.
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 estate agents workflow
Download Excel ready for Reapit, Alto by Vebra or direct analysis.
TSB + Estate Agents Features
- Spend & Save — account cashback entries appear as monthly credit transactions
- TSB Fraud Refund — Guarantee reversal entries have a distinctive format
- Built for Estate Agents — Saves 2-3 hours per week on client money account reconciliation and commission tracking across property completions
- Software compatible — Output works directly with Reapit, Alto by Vebra, Xero
Convert TSB Statements — Built for Estate Agents
Handles DD MMM YY dates, single column with Type indicators, payment/receipt amounts, and running balance, and PDF formats automatically.
Convert TSB Statements Free