99%+Accuracy
30sPer Statement
40+Banks Supported
FreeTier Available
TSB → Google Sheets for Financial Advisors (IFAs)
As financial advisor, you need TSB bank statements in Google Sheets 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 Google Sheets
Parses TSB's DD MMM YY, 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.
TSB + Google Sheets + Financial Advisors (IFAs)
- TSB expertise — Handles DD MMM YY and single column with Type indicators, payment/receipt amounts, 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
TSB to Google Sheets — For Financial Advisors (IFAs)
Handles DD MMM YY, outputs perfect Google Sheets. Free tier available.
Convert TSB to Google Sheets FreeFrequently Asked Questions
Can I convert TSB to Google Sheets?
Yes. BankScan AI converts TSB PDFs to Google Sheets with DD MMM YY 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 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.