First Direct → OFX for Charities & Non-Profits
As charity, you need First Direct bank statements in OFX format. First Direct statements follow an HSBC-family format but with a distinct minimalist layout. BankScan AI detects the variant automatically. BankScan AI handles the conversion — DD MMM YYYY, minimalist single-column layout with transaction type codes and running balance, similar to HSBC but with simplified headers, and all.
How It Works
Upload First Direct PDF
Drop your First Direct statement PDF. Supports PDF.
AI converts to OFX
Parses First Direct's DD MMM YYYY, extracts all transactions, outputs OFX (.ofx).
Use in your charities & non-profits work
Download and use with Xero, QuickBooks. Make bank statement reconciliation simple for volunteer treasurers. Upload statements, get clean spreadsheets for your financial reports.
First Direct + OFX + Charities & Non-Profits
- First Direct expertise — Handles DD MMM YYYY and minimalist single-column layout with transaction type codes and running balance, similar to HSBC but with simplified headers
- 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 charities & non-profits — Saves volunteer treasurers 2-3 hours per month on bank reconciliation, reducing reliance on accounting expertise that small charities often lack
First Direct to OFX — For Charities & Non-Profits
Handles DD MMM YYYY, outputs perfect OFX. Free tier available.
Convert First Direct to OFX Free