First Republic → OFX for Financial Advisors (IFAs)
As financial advisor, you need First Republic bank statements in OFX format. First Republic private banking statements include wealth management summaries alongside checking transactions. BankScan AI extracts the core banking data accurately. BankScan AI handles the conversion — MM/DD/YYYY, premium private banking layout with separate checking, savings, and investment summary sections in a single consolidated statement, and all.
How It Works
Upload First Republic PDF
Drop your First Republic statement PDF. Supports PDF.
AI converts to OFX
Parses First Republic'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.
First Republic + OFX + Financial Advisors (IFAs)
- First Republic expertise — Handles MM/DD/YYYY and premium private banking layout with separate checking, savings, and investment summary sections in a single consolidated statement
- 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
First Republic to OFX — For Financial Advisors (IFAs)
Handles MM/DD/YYYY, outputs perfect OFX. Free tier available.
Convert First Republic to OFX Free