Coutts → OFX for Tax Advisors
As tax advisor, you need Coutts bank statements in OFX format. Coutts private banking statements have a premium layout with additional wealth summary sections that BankScan AI filters correctly. BankScan AI handles the conversion — DD MMM YYYY, premium layout with separate current account, savings, and investment summary sections, and all.
How It Works
Upload Coutts PDF
Drop your Coutts statement PDF. Supports PDF.
AI converts to OFX
Parses Coutts's DD MMM YYYY, 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.
Coutts + OFX + Tax Advisors
- Coutts expertise — Handles DD MMM YYYY and premium layout with separate current account, savings, and investment summary sections
- 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
Coutts to OFX — For Tax Advisors
Handles DD MMM YYYY, outputs perfect OFX. Free tier available.
Convert Coutts to OFX Free