Citibank → QBO for Mortgage Brokers
As mortgage broker, you need Citibank bank statements in QBO format. Citibank statements include checking, savings, and credit card transactions with detailed merchant descriptions. BankScan AI parses all Citibank account types. BankScan AI handles the conversion — MM/DD/YYYY, combined statement layout with separate sections for checking, savings, and credit card accounts, each with their own column structures, and all.
How It Works
Upload Citibank PDF
Drop your Citibank statement PDF. Supports PDF.
AI converts to QBO
Parses Citibank's MM/DD/YYYY, extracts all transactions, outputs QBO (.qbo).
Use in your mortgage brokers work
Download and use with Mortgage Brain, Twenty7Tec. Instantly convert applicant bank statements to Excel to verify income, identify regular commitments, and prepare affordability summaries.
Citibank + QBO + Mortgage Brokers
- Citibank expertise — Handles MM/DD/YYYY and combined statement layout with separate sections for checking, savings, and credit card accounts, each with their own column structures
- QBO output — QuickBooks recognises QBO files natively — double-click to import. Transactions land directly in the bank reconciliation queue with payee names and amounts pre-populated.
- Built for mortgage brokers — Saves 30-45 minutes per mortgage application on statement review, which adds up to 5+ hours per week during busy periods with 8-10 applications in progress
Citibank to QBO — For Mortgage Brokers
Handles MM/DD/YYYY, outputs perfect QBO. Free tier available.
Convert Citibank to QBO Free