Chime → OFX for Tax Preparers
As tax preparer, 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 tax preparers work
Download and use with TurboTax Pro, Drake Tax. Convert client bank statements to organized Excel spreadsheets in seconds — verify W-2 income, find deductible expenses, and prepare returns faster during tax season.
Chime + OFX + Tax Preparers
- 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 tax preparers — Saves 15-20 minutes per return on income verification and expense identification, adding up to 8-12 hours per week during peak tax season
Chime to OFX — For Tax Preparers
Handles MM/DD/YYYY, outputs perfect OFX. Free tier available.
Convert Chime to OFX Free