Why Use BankScan AI?
Need to get your SoFi Bank bank statement into TaxCalc? SoFi doesn't always make it easy to export transactions in a format TaxCalc accepts. BankScan AI bridges the gap — upload your SoFi PDF, get a CSV file ready for TaxCalc import.
The Solution
Convert bank statements to CSV with BankScan AI and use the data to prepare self-assessment, partnership, and corporation tax returns in TaxCalc. SoFi's digital-first banking statements include Vaults, direct deposit details, and cashback tracking. BankScan AI extracts all transaction data from SoFi's modern format.
How It Works
Upload your SoFi PDF
Drag and drop your SoFi bank statement into BankScan AI. Supports PDF formats.
AI converts for TaxCalc
Our AI parses the SoFi statement layout and outputs a CSV file formatted for TaxCalc's import feature.
Import into TaxCalc
Upload the converted file into TaxCalc and start reconciling transactions immediately.
Key Features
- AI-powered parsing — reads any bank statement layout, not just templates
- All major UK banks — HSBC, Barclays, Lloyds, NatWest, Monzo, Santander, Revolut, and more
- Instant results — upload a PDF, get your spreadsheet in under 30 seconds
- Batch conversion — process multiple statements at once with paid plans
- Secure by design — files processed in memory and deleted immediately
- No software to install — works entirely in your browser
Ready to Save Hours?
Join hundreds of UK accountants and bookkeepers who use BankScan AI every day.
Import SoFi to TaxCalc Free