Investec → OFX for Consultants
As consultant, 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 consultants work
Download and use with Xero, FreeAgent. Convert your bank statements to structured spreadsheets to match client payments, track project expenses, and prepare invoices and tax returns efficiently.
Investec + OFX + Consultants
- 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 consultants — Saves 1-2 hours per month on client payment reconciliation and expense tracking across multiple concurrent engagements
Investec to OFX — For Consultants
Handles DD MMM YYYY, outputs perfect OFX. Free tier available.
Convert Investec to OFX Free