pdftoexcel

Convert your First Direct statement to Excel

first direct 1st Account PDFs parsed with DD/MM dates and £-amounts reconciled. Drop a PDF and get back a verified XLSX, CSV, or QBO in seconds.

BankPDFtoXLS is an independent service. We are not affiliated with, endorsed by, or sponsored by first direct (HSBC UK). The name "first direct (HSBC UK)" is used only to describe compatibility with statements you have legally obtained from your own account. See our trademarks policy.

From First Direct PDF to verified spreadsheet

  1. 1. Drop your first direct (HSBC UK) PDF — digital or scanned, monthly statement or a combined multi-month export, up to 50 MB (or batch up to 25 files). Password-protected PDFs and image-only scans both work: scans go through vision OCR automatically.
  2. 2. Parse & reconcile — every transaction is extracted and the sum is checked against ending balance minus beginning balance within $0.01.
  3. 3. Download XLSX, CSV, or QBO — one click each, or batch up to 10 statements and download them as a single ZIP.

First Direct accounts and products we convert

We handle checking and savings PDFs from first direct (HSBC UK).

  • checking
  • savings

First Direct conversion FAQ

Is my First Direct statement stored on your servers?
No — the PDF is parsed in memory and never persisted. Only the extracted JSON is kept for your account history, and even that respects a 24-hour retention default.
What does the "Verified" badge mean?
Every export is reconciled: the sum of transaction amounts must match (ending − beginning) within $0.01. If it doesn't, you see an honest "failed" status instead of a silently broken export.
Do password-protected First Direct statements work?
Yes — the upload prompts for a password and decrypts the PDF in memory during parsing.
Can I upload several First Direct statements at once?
Drop up to 10 PDFs in one batch. Each runs through the queue with its own status row, then a single ZIP download packages all converted files in XLSX, CSV, or QBO.

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Built for these workflows

Most First Direct statements that come through us are part of one of these workflows. Each link below explains how the reconciliation guarantee maps to that practice.

Forensic accountants

Discovery packets, multi-year tracing

Divorce attorneys

Opposing-counsel financial disclosure

Bookkeepers

Catch-up & bank-feed gaps

Scanned PDFs

Vision OCR + reconciliation

PDF to QBO

QuickBooks-ready OFX export

For QuickBooks workflows

Verified imports, no duplicates

More banks with the same Verified guarantee