First Republic → OFX for Tax Advisors
As tax 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 tax advisors work
Download and use with TaxCalc, Taxfiler. Batch-convert entire folders of bank statement PDFs into structured spreadsheets to speed up tax return preparation and HMRC enquiry responses.
First Republic + OFX + Tax Advisors
- 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 tax advisors — Saves 2-3 hours per complex self-assessment return during tax season, and up to 8 hours when responding to HMRC enquiries requiring multi-year statement analysis
First Republic to OFX — For Tax Advisors
Handles MM/DD/YYYY, outputs perfect OFX. Free tier available.
Convert First Republic to OFX Free