Investec → OFX for CPAs (Certified Public Accountants)
As cpa, 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 cpas (certified public accountants) work
Download and use with QuickBooks Online, Sage Intacct. BankScan AI converts any US bank statement PDF to Excel instantly — supporting Chase, Bank of America, Wells Fargo, Citi, and 30+ US banks for seamless client work.
Investec + OFX + CPAs (Certified Public Accountants)
- 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 cpas (certified public accountants) — Saves an average of 30 minutes per client per engagement on bank statement data entry, or 10+ hours per week during busy season for a firm with 200+ clients
Investec to OFX — For CPAs (Certified Public Accountants)
Handles DD MMM YYYY, outputs perfect OFX. Free tier available.
Convert Investec to OFX Free