Import Bank Statements into TurboTax for Debt Management

Convert bank statement PDFs for debt management and import into TurboTax. AI-powered converter for UK accountants. All banks supported.

Convert for TurboTax + Debt Management
99%+Accuracy
30sPer Statement
15+UK Banks
FreeTier Available

Why Use BankScan AI?

Preparing for debt management and using TurboTax? Debt management advisors and IVA supervisors need detailed analysis of a debtor's bank statements to assess income, essential spending, and disposable income. BankScan AI bridges the gap between your bank's PDF statements and TurboTax's import feature.

The Solution

Convert bank statement PDFs to CSV formatted for TurboTax import. Convert bank statements to Excel to quickly categorise income and expenditure, calculate disposable income, and prepare debt management or IVA proposals.

How It Works

1

Upload your bank statement PDF

Supports all major UK banks — HSBC, Barclays, Lloyds, NatWest, Monzo, Santander, Revolut, and 30+ more.

2

AI formats for TurboTax

Our AI extracts every transaction and outputs CSV with the exact column format TurboTax expects.

3

Import and use for debt management

Upload into TurboTax and use the reconciled data for debt management.

Supported UK Banks

BankScan AI works with all major UK banks, including:

HSBC Barclays Lloyds NatWest Monzo Santander Revolut Chase Bank of America Wells Fargo Citibank US Bank Capital One

Plus Starling, Halifax, Nationwide, RBS, TSB, Tide, Metro Bank, Coutts, and more.

Key Features

Ready to Save Hours?

Join hundreds of UK accountants and bookkeepers who use BankScan AI every day.

Convert for TurboTax + Debt Management

Frequently Asked Questions

Can I import bank statements into TurboTax for debt management?
Yes. BankScan AI converts bank statement PDFs to CSV formatted for TurboTax. Convert bank statements to Excel to quickly categorise income and expenditure, calculate disposable income, and prepare debt management or IVA proposals.
Does the output match TurboTax's import format?
Yes. The CSV output uses the exact column headers, date format, and amount structure that TurboTax expects.
Which banks are supported?
All major UK banks including HSBC, Barclays, Lloyds, NatWest, Santander, Monzo, Revolut, and 30+ more.
Is there a free tier?
Yes. Try free with limited conversions. Paid plans from $9.99/month.

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