Chime → OFX for Enrolled Agents
As an enrolled agent, you need Chime bank statements in OFX format. Chime statements from their Bancorp/Stride Bank partnership use a clean mobile-first format. BankScan AI handles Chime's direct deposit and SpotMe transaction types. BankScan AI handles the conversion — MM/DD/YYYY, mobile-first format with Date, Description, Amount, and Balance columns, issued by The Bancorp Bank or Stride Bank as the underlying institution, and all.
How It Works
Upload Chime PDF
Drop your Chime statement PDF. Supports PDF.
AI converts to OFX
Parses Chime'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.
Chime + OFX + Enrolled Agents
- Chime expertise — Handles MM/DD/YYYY and mobile-first format with Date, Description, Amount, and Balance columns, issued by The Bancorp Bank or Stride Bank as the underlying institution
- 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
Chime to OFX — For Enrolled Agents
Handles MM/DD/YYYY, outputs perfect OFX. Free tier available.
Convert Chime to OFX Free