First Direct → OFX for Estate Agents
As an estate agent, 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 estate agents work
Download and use with Reapit, Alto by Vebra. Convert your client money and office account statements to structured spreadsheets for faster reconciliation and compliance reporting.
First Direct + OFX + Estate Agents
- 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 estate agents — Saves 2-3 hours per week on client money account reconciliation and commission tracking across property completions
First Direct to OFX — For Estate Agents
Handles DD MMM YYYY, outputs perfect OFX. Free tier available.
Convert First Direct to OFX Free