Investec → OFX for Tradespeople (Plumbers, Electricians)
As tradesperson, 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 tradespeople (plumbers, electricians) work
Download and use with QuickBooks Self-Employed, FreeAgent. Convert your bank statements to Excel to track job payments, match material purchases, and get your books ready for self-assessment without hours of data entry.
Investec + OFX + Tradespeople (Plumbers, Electricians)
- 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 tradespeople (plumbers, electricians) — Saves 2-3 hours per month on expense categorisation and receipt matching, with year-end self-assessment preparation reduced from a full day to under 2 hours
Investec to OFX — For Tradespeople (Plumbers, Electricians)
Handles DD MMM YYYY, outputs perfect OFX. Free tier available.
Convert Investec to OFX Free