Import Bank Statements into TurboTax for Investor Reporting

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

Convert for TurboTax + Investor Reporting
99%+Accuracy
30sPer Statement
15+UK Banks
FreeTier Available

Why Use BankScan AI?

Preparing for investor reporting and using TurboTax? Investors and VCs request bank statements during due diligence and ongoing reporting. Presenting raw PDF statements looks unprofessional and slows the process. 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 your bank statements to clean Excel spreadsheets for professional investor reporting, burn rate analysis, and due diligence document preparation.

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 investor reporting

Upload into TurboTax and use the reconciled data for investor reporting.

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 + Investor Reporting

Frequently Asked Questions

Can I import bank statements into TurboTax for investor reporting?
Yes. BankScan AI converts bank statement PDFs to CSV formatted for TurboTax. Convert your bank statements to clean Excel spreadsheets for professional investor reporting, burn rate analysis, and due diligence document preparation.
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.

Related Tools