Investec → OFX for Attorneys
As an attorney, you need Investec bank statements in OFX format. Investec private banking statements include investment account summaries alongside current account transactions. BankScan AI separates and converts the banking transactions. BankScan AI handles the conversion — DD MMM YYYY, premium layout with separate banking and investment sections, each with their own column structures, and all.
How It Works
Upload Investec PDF
Drop your Investec statement PDF. Supports PDF.
AI converts to OFX
Parses Investec's DD MMM YYYY, extracts all transactions, outputs OFX (.ofx).
Use in your attorneys work
Download and use with Clio, MyCase. Convert client and opposing party bank statements to searchable Excel spreadsheets for faster discovery review, asset tracing, and litigation support.
Investec + OFX + Attorneys
- Investec expertise — Handles DD MMM YYYY and premium layout with separate banking and investment sections, each with their own column structures
- 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 attorneys — Saves 2-4 hours per case on financial discovery analysis, with complex asset tracing cases saving a full day or more of manual statement review
Investec to OFX — For Attorneys
Handles DD MMM YYYY, outputs perfect OFX. Free tier available.
Convert Investec to OFX Free