Why CPAs (Certified Public Accountants) Need OFX Format
As cpa, converting bank statements to OFX saves hours of manual data entry. Open Financial Exchange (.ofx) is a standardised financial data format designed specifically for importing transactions into personal finance and accounting software. 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
How It Works
Upload any bank statement PDF
Supports all major banks. 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
AI outputs OFX
Our AI extracts all transactions and outputs OFX (.ofx). BankScan AI generates OFX 2.2 compliant files with proper BANKACCTFROM headers,
Use in your cpas (certified public accountants) work
Import into QuickBooks Online, Sage Intacct, CCH Axcess or use for direct analysis.
OFX Tip for CPAs (Certified Public Accountants)
BankScan AI generates OFX 2.2 compliant files with proper BANKACCTFROM headers, STMTTRN transaction records, and FITID unique identifiers for each transaction to prevent duplicates on re-import.
Supported Banks
BankScan AI works with all major UK and US banks, including:
OFX Features for CPAs (Certified Public Accountants)
- OFX advantages — 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
- Format compatibility — Direct import into QuickBooks Desktop, Microsoft Money, GnuCash, and other personal finance applications that accept OFX bank feeds
OFX Converter — Built for CPAs (Certified Public Accountants)
Direct import into QuickBooks Desktop, Microsoft Money, GnuCash, and other personal finance applications that accept OFX bank feeds
Convert to OFX Free