Discover → OFX for Financial Advisors (IFAs)
As financial advisor, you need Discover bank statements in OFX format. Discover checking and credit card statements include cashback rewards and promotional balance details. BankScan AI extracts all financial transactions with reward tracking. BankScan AI handles the conversion — MM/DD/YYYY, credit card format with Transaction Date, Post Date, Description, and Amount columns, plus Cashback Bonus summary; checking uses chronological Date/Description/Amount/Balance, and all.
How It Works
Upload Discover PDF
Drop your Discover statement PDF. Supports PDF.
AI converts to OFX
Parses Discover's MM/DD/YYYY, 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.
Discover + OFX + Financial Advisors (IFAs)
- Discover expertise — Handles MM/DD/YYYY and credit card format with Transaction Date, Post Date, Description, and Amount columns, plus Cashback Bonus summary; checking uses chronological Date/Description/Amount/Balance
- 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
Discover to OFX — For Financial Advisors (IFAs)
Handles MM/DD/YYYY, outputs perfect OFX. Free tier available.
Convert Discover to OFX Free