99%+Accuracy
30sPer Statement
40+Banks Supported
FreeTier Available
Atom Bank → OFX for Enrolled Agents
As an enrolled agent, you need Atom Bank bank statements in OFX format. Atom Bank, the UK's first app-only bank, produces digital-first PDF statements with a clean layout that BankScan AI converts with high accuracy. BankScan AI handles the conversion — DD/MM/YYYY, clean digital-first single-column layout with amount and running balance, and all.
How It Works
1
Upload Atom Bank PDF
Drop your Atom Bank statement PDF. Supports PDF.
2
AI converts to OFX
Parses Atom Bank's DD/MM/YYYY, extracts all transactions, outputs OFX (.ofx).
3
Use in your enrolled agents work
Download and use with Drake Tax, Lacerte. Batch-convert client bank statements to Excel for fast income verification, deduction substantiation, and IRS examination responses.
Atom Bank + OFX + Enrolled Agents
- Atom Bank expertise — Handles DD/MM/YYYY and clean digital-first single-column layout with amount and running balance
- OFX output — Accounting software treats OFX imports like a native bank feed — transactions appear in the bank reconciliation screen ready for matching, rather than requiring manual column mapping.
- Built for enrolled agents — Saves 1-2 hours per IRS examination response on bank statement analysis, plus 20-30 minutes per tax return during filing season on income verification
Atom Bank to OFX — For Enrolled Agents
Handles DD/MM/YYYY, outputs perfect OFX. Free tier available.
Convert Atom Bank to OFX FreeFrequently Asked Questions
Can I convert Atom Bank to OFX?
Yes. BankScan AI converts Atom Bank PDFs to OFX with DD/MM/YYYY and all transaction details preserved. BankScan AI generates OFX 2.2 compliant files with proper BANKACCTFROM headers, STMTTRN transaction records, and FITID unique identifiers for each transaction to prevent duplicates on re-import.
Is OFX right for enrolled agents?
Direct import into QuickBooks Desktop, Microsoft Money, GnuCash, and other personal finance applications that accept OFX bank feeds Enrolled Agents particularly benefit from Accounting software treats OFX imports like a native bank feed — transactions appear in the bank reconciliation screen ready for matching, rather than requiring manual column mapping..
How accurate is the conversion?
BankScan AI achieves 99%+ accuracy on Atom Bank statements, handling Fixed saver maturity entries can be confused with regular transactions, the app-generated PDF uses modern font rendering that occasionally affects text extraction, and mortgage-related statements have a completely different layout from savings automatically.