99%+Accuracy
30sPer Statement
40+Banks Supported
FreeTier Available
TSB → Excel for Financial Advisors (IFAs)
As financial advisor, you need TSB bank statements in Excel format. TSB statements are formatted similarly to Lloyds. BankScan AI recognises the layout and applies the correct parsing rules. BankScan AI handles the conversion — DD MMM YY, single column with Type indicators, payment/receipt amounts, and running balance, and all.
How It Works
1
Upload TSB PDF
Drop your TSB statement PDF. Supports PDF.
2
AI converts to Excel
Parses TSB's DD MMM YY, extracts all transactions, outputs Excel (.xlsx).
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.
TSB + Excel + Financial Advisors (IFAs)
- TSB expertise — Handles DD MMM YY and single column with Type indicators, payment/receipt amounts, 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 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
TSB to Excel — For Financial Advisors (IFAs)
Handles DD MMM YY, outputs perfect Excel. Free tier available.
Convert TSB to Excel FreeFrequently Asked Questions
Can I convert TSB to Excel?
Yes. BankScan AI converts TSB PDFs to Excel with DD MMM YY 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 financial advisors (ifas)?
Accountants doing manual analysis, auditors sampling transactions, and anyone who needs to manipulate data with formulas or charts Financial Advisors (IFAs) 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 TSB statements, handling 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 automatically.