Bank of America → OFX for Tax Advisors
As tax advisor, 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 tax advisors work
Download and use with TaxCalc, Taxfiler. Batch-convert entire folders of bank statement PDFs into structured spreadsheets to speed up tax return preparation and HMRC enquiry responses.
Bank of America + OFX + Tax Advisors
- 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 tax advisors — Saves 2-3 hours per complex self-assessment return during tax season, and up to 8 hours when responding to HMRC enquiries requiring multi-year statement analysis
Bank of America to OFX — For Tax Advisors
Handles MM/DD/YYYY, outputs perfect OFX. Free tier available.
Convert Bank of America to OFX Free