Credit Card → OFX for Financial Advisors (IFAs)
As financial advisor, you need Credit Card bank statements in OFX format. Credit card statements from any UK issuer — including Barclaycard, MBNA, Capital One, Tesco Bank, and John Lewis — are parsed by BankScan AI with high accuracy. BankScan AI handles the conversion — DD/MM/YYYY (varies by issuer), typical credit card format with Transaction Date, Post Date, Description, and Amount columns plus summary sections for payments, interest, and minimum payment due, and all.
How It Works
Upload Credit Card PDF
Drop your Credit Card statement PDF. Supports PDF, scanned PDF.
AI converts to OFX
Parses Credit Card's DD/MM/YYYY (varies by issuer), extracts all transactions, outputs OFX (.ofx).
Use in your financial advisors (ifas) work
Download and use with Intelliflo, CashCalc. Convert client bank statements to Excel for quick financial analysis, cashflow modelling, and wealth planning presentations.
Credit Card + OFX + Financial Advisors (IFAs)
- Credit Card expertise — Handles DD/MM/YYYY (varies by issuer) and typical credit card format with Transaction Date, Post Date, Description, and Amount columns plus summary sections for payments, interest, and minimum payment due
- 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 financial advisors (ifas) — Saves 30-45 minutes per client fact-find on income and expenditure analysis, with annual reviews completed 20-30 minutes faster per client
Credit Card to OFX — For Financial Advisors (IFAs)
Handles DD/MM/YYYY (varies by issuer), outputs perfect OFX. Free tier available.
Convert Credit Card to OFX Free