Wave Bank Statement Import for Doctors & GPs

Convert bank statement PDFs to CSV for Wave import. Built for doctors & gps. Saves the practice manager 3-4 hours per month on NHS payment reconciliation and partner drawings tracking

Try Free — Wave + Doctors & GPs
99%+Accuracy
30sPer Statement
40+Banks Supported
FreeTier Available

Wave + Doctors & GPs: Faster Bank Import

GP practices and private doctors deal with NHS reimbursements, private patient fees, and practice expenses across multiple accounts. If you use Wave for your accounting, you need a fast way to get bank statement data into the system.

BankScan AI for Doctors & GPs Using Wave

BankScan AI converts any bank statement PDF to CSV formatted for direct import into Wave. Automate bank statement conversion for your practice accounts so your accountant can quickly reconcile NHS payments and private income.

The Doctors & GPs + Wave Workflow

GP practices receive Global Sum payments from NHS England, enhanced service payments, QOF achievement payments, and private income. Practice managers reconcile bank statements against PCSE payment schedules, track partner drawings, and manage seniority and locum reimbursements. Year-end requires detailed profit-sharing calculations.

Key terms you'll encounter: Global Sum, QOF payments, partner drawings, PCSE schedule.

How It Works

1

Upload any bank statement PDF

Supports all major banks. Saves the practice manager 3-4 hours per month on NHS payment reconciliation and partner drawings tracking

2

AI formats for Wave

Output as CSV with Date, Description, Amount — Wave supports both single amount column and separate Income/Expense columns — dates in YYYY-MM-DD or MM/DD/YYYY.

3

Import and reconcile

In Wave, go to Banking > Connected Accounts > Upload a bank statement (CSV). Select the file, map columns to Date, Description, and Amount, then import. Wave's invoicing is tightly coupled with bank imports — when you import a bank deposit, Wave suggests matching it to outstanding invoices automatically.

Supported Banks

BankScan AI works with all major UK and US banks, including:

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

Wave Features for Doctors & GPs

Import Steps for Doctors & GPs Using Wave

As doctor, here's how to get bank data into Wave:

  1. In Wave, go to Banking > Connected Accounts > Upload a bank statement (CSV)
  2. Select the file, map columns to Date, Description, and Amount, then import

Common Import Issues

Wave's free tier has occasional processing delays on large files. Also, Wave uses MM/DD/YYYY by default which conflicts with UK DD/MM/YYYY — select the correct format during import.

Wave Import — Built for Doctors & GPs

Completely free with no paid tier for accounting features (monetised through payment processing). Popular with budget-conscious startups and side-hustlers.

Try Free — Wave + Doctors & GPs

Frequently Asked Questions

Is BankScan AI good for doctors & gps using Wave?
Yes. BankScan AI produces CSV files for Wave and is designed for doctors & gps. Automate bank statement conversion for your practice accounts so your accountant can quickly reconcile NHS payments and private income.
What column format does Wave need?
Date, Description, Amount — Wave supports both single amount column and separate Income/Expense columns BankScan AI handles this automatically.
What software do doctors & gps typically pair with Wave?
Doctors & GPs commonly use Sage, Xero, IRIS GP Accounts. BankScan AI is compatible with all of them.
Is there a free tier?
Yes. Try BankScan AI free with limited conversions per month. Paid plans from $9.99/month.

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