Citizens Bank → OFX for Tax Advisors
As tax advisor, you need Citizens Bank bank statements in OFX format. Citizens Bank statements include both personal and business formats with detailed fee breakdowns. BankScan AI extracts transactions while noting service charges separately. BankScan AI handles the conversion — MM/DD, traditional layout with Date, Description, Debits, Credits, and Balance columns, plus a detailed Service Charge Summary section, and all.
How It Works
Upload Citizens Bank PDF
Drop your Citizens Bank statement PDF. Supports PDF.
AI converts to OFX
Parses Citizens Bank's MM/DD, extracts all transactions, outputs OFX (.ofx).
Use in your tax advisors work
Download and use with TaxCalc, Taxfiler. Batch-convert entire folders of bank statement PDFs into structured spreadsheets to speed up tax return preparation and HMRC enquiry responses.
Citizens Bank + OFX + Tax Advisors
- Citizens Bank expertise — Handles MM/DD and traditional layout with Date, Description, Debits, Credits, and Balance columns, plus a detailed Service Charge Summary section
- 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 advisors — Saves 2-3 hours per complex self-assessment return during tax season, and up to 8 hours when responding to HMRC enquiries requiring multi-year statement analysis
Citizens Bank to OFX — For Tax Advisors
Handles MM/DD, outputs perfect OFX. Free tier available.
Convert Citizens Bank to OFX Free