Why Use BankScan AI?
As a cpas (certified public accountants), 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 automatically — accurate, fast, and secure.
How It Works
Upload Charles Schwab PDF
Drop your Charles Schwab bank statement PDF into BankScan AI. Scanned and digital PDFs both supported.
AI converts to OFX
Our engine parses the Charles Schwab layout and extracts every transaction with 99%+ accuracy into OFX format.
Use in your cpas (certified public accountants) workflow
Download the OFX file and import it into your tools. BankScan AI converts any US bank statement PDF to Excel instantly — supporting Chase, Bank of America, Wells Fargo, Citi, and 30+ US banks for seamless client work.
Key Features
- AI-powered parsing — reads any bank statement layout, not just templates
- All major UK banks — HSBC, Barclays, Lloyds, NatWest, Monzo, Santander, Revolut, and more
- Instant results — upload a PDF, get your spreadsheet in under 30 seconds
- Batch conversion — process multiple statements at once with paid plans
- Secure by design — files processed in memory and deleted immediately
- No software to install — works entirely in your browser
Ready to Save Hours?
Join hundreds of UK accountants and bookkeepers who use BankScan AI every day.
Convert Charles Schwab to OFX Free