Charles Schwab → OFX for Auto Dealers
As an auto dealer, you need Charles Schwab bank statements in OFX format. Schwab brokerage and checking account statements include investment transactions alongside banking. BankScan AI separates and converts the banking transactions. BankScan AI handles the conversion — MM/DD/YYYY, combined statement with separate banking and brokerage sections; checking shows Date, Description, Withdrawals, Deposits, and Balance, and all.
How It Works
Upload Charles Schwab PDF
Drop your Charles Schwab statement PDF. Supports PDF.
AI converts to OFX
Parses Charles Schwab's MM/DD/YYYY, extracts all transactions, outputs OFX (.ofx).
Use in your auto dealers work
Download and use with CDK Global, Reynolds and Reynolds. Convert dealership bank statements to spreadsheets for floor plan reconciliation, sales tracking, and manufacturer incentive verification.
Charles Schwab + OFX + Auto Dealers
- Charles Schwab expertise — Handles MM/DD/YYYY and combined statement with separate banking and brokerage sections; checking shows Date, Description, Withdrawals, Deposits, and 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 auto dealers — Saves 3-5 hours per week on floor plan reconciliation and deal funding verification for a dealership selling 100+ vehicles per month
Charles Schwab to OFX — For Auto Dealers
Handles MM/DD/YYYY, outputs perfect OFX. Free tier available.
Convert Charles Schwab to OFX Free