Virgin Money → CSV for Financial Advisors (IFAs)
As financial advisor, you need Virgin Money bank statements in CSV format. Virgin Money statements (formerly Clydesdale/Yorkshire Bank) use a modern layout with transaction categories that BankScan AI preserves during conversion. BankScan AI handles the conversion — DD/MM/YYYY, modern single-column layout with colour-coded spending categories and running balance, and all.
How It Works
Upload Virgin Money PDF
Drop your Virgin Money statement PDF. Supports PDF.
AI converts to CSV
Parses Virgin Money's DD/MM/YYYY, extracts all transactions, outputs CSV (.csv).
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.
Virgin Money + CSV + Financial Advisors (IFAs)
- Virgin Money expertise — Handles DD/MM/YYYY and modern single-column layout with colour-coded spending categories and running balance
- CSV output — Smallest file size, opens in any text editor, and is the most widely accepted import format across all accounting platforms worldwide.
- 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
Virgin Money to CSV — For Financial Advisors (IFAs)
Handles DD/MM/YYYY, outputs perfect CSV. Free tier available.
Convert Virgin Money to CSV Free