First Direct → OFX for Medical Practices
As medical practice owner, 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 medical practices work
Download and use with QuickBooks, Kareo. Convert practice bank statements to Excel to reconcile insurance reimbursements, patient payments, and vendor costs for accurate practice financial management.
First Direct + OFX + Medical Practices
- 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 medical practices — Saves 4-6 hours per week on insurance payment reconciliation and patient payment posting for a practice with 5+ providers
First Direct to OFX — For Medical Practices
Handles DD MMM YYYY, outputs perfect OFX. Free tier available.
Convert First Direct to OFX Free