Bank of America → OFX for Enrolled Agents
As an enrolled agent, you need Bank of America bank statements in OFX format. Bank of America statements include CHECKCARD entries, ACH transfers, and wire transactions in a multi-section layout. BankScan AI extracts all transaction types with full descriptions. BankScan AI handles the conversion — MM/DD/YYYY, multi-section layout with Deposits and Other Credits, Withdrawals and Other Debits, Checks, and Daily Balances in separate sections, and all.
How It Works
Upload Bank of America PDF
Drop your Bank of America statement PDF. Supports PDF.
AI converts to OFX
Parses Bank of America's MM/DD/YYYY, extracts all transactions, outputs OFX (.ofx).
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.
Bank of America + OFX + Enrolled Agents
- Bank of America expertise — Handles MM/DD/YYYY and multi-section layout with Deposits and Other Credits, Withdrawals and Other Debits, Checks, and Daily Balances in separate sections
- 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
Bank of America to OFX — For Enrolled Agents
Handles MM/DD/YYYY, outputs perfect OFX. Free tier available.
Convert Bank of America to OFX Free